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 FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
3M CO COM 88579Y101   1,264,729 8,197 SH   SOLE   0 0 8,197
AAON INC COM PAR $0.004 000360206   286,459 12,720 SH   SOLE   0 0 12,720
ABAXIS INC COM 002567105   440,429 8,555 SH   SOLE   0 0 8,555
ABB LTD SPONSORED ADR 000375204   777,352 37,229 SH   SOLE   0 0 37,229
ABBOTT LABS COM 002824100   1,333,453 27,169 SH   SOLE   0 0 27,169
ABBVIE INC COM 00287Y109   1,348,367 20,068 SH   SOLE   0 0 20,068
ACTUANT CORP CL A NEW 00508X203   223,682 9,687 SH   SOLE   0 0 9,687
AETERNA ZENTARIS INC COM NEW 007975303   6,076 21,701 SH   SOLE   0 0 21,701
AIR PRODS & CHEMS INC COM 009158106   812,292 5,937 SH   SOLE   0 0 5,937
AKAMAI TECHNOLOGIES INC COM 00971T101   967,984 13,864 SH   SOLE   0 0 13,864
ALASKA AIR GROUP INC COM 011659109   964,259 14,966 SH   SOLE   0 0 14,966
ALEXION PHARMACEUTICALS INC COM 015351109   1,165,052 6,445 SH   SOLE   0 0 6,445
ALIGN TECHNOLOGY INC COM 016255101   902,710 14,395 SH   SOLE   0 0 14,395
AMAZON COM INC COM 023135106   563,856 1,299 SH   SOLE   0 0 1,299
AMERISOURCEBERGEN CORP COM 03073E105   1,239,863 11,659 SH   SOLE   0 0 11,659
AMN HEALTHCARE SERVICES INC COM 001744101   563,590 17,841 SH   SOLE   0 0 17,841
ANALOGIC CORP COM PAR $0.05 032657207   288,735 3,660 SH   SOLE   0 0 3,660
ANSYS INC COM 03662Q105   356,724 3,910 SH   SOLE   0 0 3,910
APPLE INC COM 037833100   5,790,878 46,172 SH   SOLE   0 0 46,172
ARCHER DANIELS MIDLAND CO COM 039483102   547,273 11,350 SH   SOLE   0 0 11,350
AUTOLIV INC COM 052800109   908,549 7,782 SH   SOLE   0 0 7,782
AUTOMATIC DATA PROCESSING IN COM 053015103   821,253 10,236 SH   SOLE   0 0 10,236
AVALONBAY CMNTYS INC COM 053484101   695,328 4,349 SH   SOLE   0 0 4,349
BAKER HUGHES INC COM 057224107   342,390 5,549 SH   SOLE   0 0 5,549
BARD C R INC COM 067383109   841,428 4,929 SH   SOLE   0 0 4,929
BARNES GROUP INC COM 067806109   416,097 10,672 SH   SOLE   0 0 10,672
BAXTER INTL INC COM 071813109   813,806 11,637 SH   SOLE   0 0 11,637
BECTON DICKINSON & CO COM 075887109   249,626 1,762 SH   SOLE   0 0 1,762
BED BATH & BEYOND INC COM 075896100   927,850 13,451 SH   SOLE   0 0 13,451
BHP BILLITON LTD SPONSORED ADR 088606108   658,395 16,173 SH   SOLE   0 0 16,173
BIOMARIN PHARMACEUTICAL INC COM 09061G101   1,308,985 9,570 SH   SOLE   0 0 9,570
BT GROUP PLC ADR 05577E101   693,953 9,789 SH   SOLE   0 0 9,789
BUCKLE INC COM 118440106   296,551 6,479 SH   SOLE   0 0 6,479
CADENCE DESIGN SYSTEM INC COM 127387108   1,182,426 60,144 SH   SOLE   0 0 60,144
CALAVO GROWERS INC COM 128246105   221,212 4,260 SH   SOLE   0 0 4,260
CALLAWAY GOLF CO COM 131193104   254,774 28,498 SH   SOLE   0 0 28,498
CARDINAL HEALTH INC COM 14149Y108   1,548,970 18,517 SH   SOLE   0 0 18,517
CARPENTER TECHNOLOGY CORP COM 144285103   321,265 8,306 SH   SOLE   0 0 8,306
CARTER INC COM 146229109   1,381,156 12,993 SH   SOLE   0 0 12,993
CAVCO INDS INC DEL COM 149568107   200,276 2,655 SH   SOLE   0 0 2,655
CELGENE CORP COM 151020104   565,227 4,884 SH   SOLE   0 0 4,884
CENOVUS ENERGY INC COM 15135U109   307,282 19,193 SH   SOLE   0 0 19,193
CHEFS WHSE INC COM 163086101   653,750 30,779 SH   SOLE   0 0 30,779
CHEVRON CORP NEW COM 166764100   990,551 10,268 SH   SOLE   0 0 10,268
CINTAS CORP COM 172908105   1,987,632 23,497 SH   SOLE   0 0 23,497
CLARCOR INC COM 179895107   775,821 12,465 SH   SOLE   0 0 12,465
CLOROX CO DEL COM 189054109   812,177 7,808 SH   SOLE   0 0 7,808
COCA COLA CO COM 191216100   1,293,860 32,981 SH   SOLE   0 0 32,981
COGNIZANT TECHNOLOGY SOLUTIO CL A 192446102   644,855 10,556 SH   SOLE   0 0 10,556
COHERENT INC COM 192479103   273,907 4,315 SH   SOLE   0 0 4,315
COLGATE PALMOLIVE CO COM 194162103   787,781 12,044 SH   SOLE   0 0 12,044
COMPUTER PROGRAMS & SYS INC COM 205306103   494,932 9,265 SH   SOLE   0 0 9,265
CONOCOPHILLIPS COM 20825C104   847,732 13,804 SH   SOLE   0 0 13,804
COOPER COS INC COM NEW 216648402   1,090,244 6,126 SH   SOLE   0 0 6,126
COPART INC COM 217204106   383,618 10,812 SH   SOLE   0 0 10,812
CORNING INC COM 219350105   403,039 20,428 SH   SOLE   0 0 20,428
COSTCO WHSL CORP NEW COM 22160K105   463,635 3,433 SH   SOLE   0 0 3,433
CUMMINS INC COM 231021106   356,394 2,717 SH   SOLE   0 0 2,717
CVS HEALTH CORP COM 126650100   1,717,317 16,374 SH   SOLE   0 0 16,374
DECKERS OUTDOOR CORP COM 243537107   694,241 9,646 SH   SOLE   0 0 9,646
DIANA CONTAINERSHIPS INC COM Y2069P101   43,523 20,627 SH   SOLE   0 0 20,627
DOLLAR GEN CORP NEW COM 256677105   1,660,297 21,357 SH   SOLE   0 0 21,357
DOVER CORP COM 260003108   797,691 11,366 SH   SOLE   0 0 11,366
DR REDDYS LABS LTD ADR 256135203   798,677 14,437 SH   SOLE   0 0 14,437
DRIL-QUIP INC COM 262037104   522,988 6,950 SH   SOLE   0 0 6,950
DST SYS INC DEL COM 233326107   1,213,061 9,629 SH   SOLE   0 0 9,629
DU PONT E I DE NEMOURS & CO COM 263534109   627,665 9,815 SH   SOLE   0 0 9,815
EATON CORP PLC SHS G29183103   517,004 7,660 SH   SOLE   0 0 7,660
ECOLAB INC COM 278865100   767,518 6,788 SH   SOLE   0 0 6,788
ELLIE MAE INC COM 28849P100   607,567 8,706 SH   SOLE   0 0 8,706
EMERSON ELEC CO COM 291011104   955,174 17,232 SH   SOLE   0 0 17,232
EOG RES INC COM 26875P101   335,041 3,827 SH   SOLE   0 0 3,827
EQUIFAX INC COM 294429105   1,141,584 11,758 SH   SOLE   0 0 11,758
EXXON MOBIL CORP COM 30231G102   720,375 8,658 SH   SOLE   0 0 8,658
F5 NETWORKS INC COM 315616102   1,214,366 10,090 SH   SOLE   0 0 10,090
FACEBOOK INC CL A 30303M102   1,972,911 23,005 SH   SOLE   0 0 23,005
FACTSET RESH SYS INC COM 303075105   588,636 3,622 SH   SOLE   0 0 3,622
FAIRPOINT COMMUNICATIONS INC COM NEW 305560302   455,500 25,000 SH   SOLE   0 0 25,000
FAMILY DLR STORES INC COM 307000109   308,767 3,918 SH   SOLE   0 0 3,918
FEDERAL REALTY INVT TR SH BEN INT NEW 313747206   555,546 4,337 SH   SOLE   0 0 4,337
FLOWERS FOODS INC COM 343498101   1,006,740 47,600 SH   SOLE   0 0 47,600
FLUOR CORP NEW COM 343412102   709,278 13,380 SH   SOLE   0 0 13,380
FMC TECHNOLOGIES INC COM 30249U101   338,309 8,154 SH   SOLE   0 0 8,154
FOOT LOCKER INC COM 344849104   1,233,276 18,404 SH   SOLE   0 0 18,404
FORRESTER RESH INC COM 346563109   324,132 8,999 SH   SOLE   0 0 8,999
FORWARD AIR CORP COM 349853101   394,907 7,557 SH   SOLE   0 0 7,557
FOSSIL GROUP INC COM 34988V106   466,954 6,732 SH   SOLE   0 0 6,732
FRANCESCAS HLDGS CORP COM 351793104   151,336 11,235 SH   SOLE   0 0 11,235
FRANKLIN ELEC INC COM 353514102   310,699 9,610 SH   SOLE   0 0 9,610
GENOMIC HEALTH INC COM 37244C101   229,503 8,258 SH   SOLE   0 0 8,258
GENTEX CORP COM 371901109   803,496 48,934 SH   SOLE   0 0 48,934
GENUINE PARTS CO COM 372460105   1,214,390 13,564 SH   SOLE   0 0 13,564
GETTY RLTY CORP NEW COM 374297109   481,685 29,443 SH   SOLE   0 0 29,443
GILEAD SCIENCES INC COM 375558103   1,136,172 9,704 SH   SOLE   0 0 9,704
GOOGLE INC CL A 38259P508   1,496,178 2,770 SH   SOLE   0 0 2,770
GOOGLE INC CL C 38259P706   232,303 446 SH   SOLE   0 0 446
GRAINGER W W INC COM 384802104   789,208 3,335 SH   SOLE   0 0 3,335
GRUPO AEROPORTUARIO DEL SURE SPON ADR SER B 40051E202   454,089 3,201 SH   SOLE   0 0 3,201
HANESBRANDS INC COM 410345102   572,082 17,169 SH   SOLE   0 0 17,169
HARRIS CORP DEL COM 413875105   445,795 5,796 SH   SOLE   0 0 5,796
HEICO CORP NEW CL A 422806208   408,163 8,039 SH   SOLE   0 0 8,039
HELMERICH & PAYNE INC COM 423452101   896,934 12,737 SH   SOLE   0 0 12,737
HENRY JACK & ASSOC INC COM 426281101   925,081 14,298 SH   SOLE   0 0 14,298
HIBBETT SPORTS INC COM 428567101   409,177 8,784 SH   SOLE   0 0 8,784
HOME DEPOT INC COM 437076102   594,761 5,352 SH   SOLE   0 0 5,352
HOMEAWAY INC COM 43739Q100   474,923 15,261 SH   SOLE   0 0 15,261
HONEYWELL INTL INC COM 438516106   445,513 4,369 SH   SOLE   0 0 4,369
HUB GROUP INC CL A 443320106   369,882 9,169 SH   SOLE   0 0 9,169
IHS INC CL A 451734107   885,232 6,882 SH   SOLE   0 0 6,882
ILLINOIS TOOL WKS INC COM 452308109   1,002,259 10,919 SH   SOLE   0 0 10,919
IMPERIAL OIL LTD COM NEW 453038408   723,923 18,745 SH   SOLE   0 0 18,745
INFOSYS LTD SPONSORED ADR 456788108   451,344 28,476 SH   SOLE   0 0 28,476
INNOPHOS HOLDINGS INC COM 45774N108   251,478 4,777 SH   SOLE   0 0 4,777
INTEGRA LIFESCIENCES HLDGS C COM NEW 457985208   207,853 3,085 SH   SOLE   0 0 3,085
INTER PARFUMS INC COM 458334109   235,433 6,939 SH   SOLE   0 0 6,939
INTERNATIONAL FLAVORS&FRAGRA COM 459506101   2,085,475 19,082 SH   SOLE   0 0 19,082
IPG PHOTONICS CORP COM 44980X109   968,695 11,373 SH   SOLE   0 0 11,373
JOHNSON & JOHNSON COM 478160104   1,944,039 19,947 SH   SOLE   0 0 19,947
JOHNSON CTLS INC COM 478366107   726,259 14,663 SH   SOLE   0 0 14,663
KEURIG GREEN MTN INC COM 49271M100   606,910 7,920 SH   SOLE   0 0 7,920
KIMBERLY CLARK CORP COM 494368103   1,721,179 16,242 SH   SOLE   0 0 16,242
KIRBY CORP COM 497266106   501,433 6,541 SH   SOLE   0 0 6,541
LAM RESEARCH CORP COM 512807108   1,283,558 15,778 SH   SOLE   0 0 15,778
LANCASTER COLONY CORP COM 513847103   255,948 2,817 SH   SOLE   0 0 2,817
LAUDER ESTEE COS INC CL A 518439104   484,957 5,596 SH   SOLE   0 0 5,596
LEGGETT & PLATT INC COM 524660107   979,663 20,125 SH   SOLE   0 0 20,125
LILLY ELI & CO COM 532457108   1,361,397 16,306 SH   SOLE   0 0 16,306
LINKEDIN CORP COM CL A 53578A108   696,550 3,371 SH   SOLE   0 0 3,371
LITTELFUSE INC COM 537008104   390,318 4,113 SH   SOLE   0 0 4,113
LKQ CORP COM 501889208   1,120,487 37,047 SH   SOLE   0 0 37,047
LOWES COS INC COM 548661107   951,945 14,215 SH   SOLE   0 0 14,215
LTC PPTYS INC COM 502175102   1,693,196 40,702 SH   SOLE   0 0 40,702
LUXOTTICA GROUP S P A SPONSORED ADR 55068R202   1,275,031 19,188 SH   SOLE   0 0 19,188
LYONDELLBASELL INDUSTRIES N SHS - A - N53745100   995,540 9,617 SH   SOLE   0 0 9,617
MAGNA INTL INC COM 559222401   2,542,140 45,323 SH   SOLE   0 0 45,323
MASIMO CORP COM 574795100   308,292 7,958 SH   SOLE   0 0 7,958
MATRIX SVC CO COM 576853105   246,130 13,464 SH   SOLE   0 0 13,464
MAXIM INTEGRATED PRODS INC COM 57772K101   762,794 22,062 SH   SOLE   0 0 22,062
MCCORMICK & CO INC COM NON VTG 579780206   861,461 10,642 SH   SOLE   0 0 10,642
MCKESSON CORP COM 58155Q103   454,395 2,021 SH   SOLE   0 0 2,021
MEAD JOHNSON NUTRITION CO COM 582839106   975,639 10,814 SH   SOLE   0 0 10,814
MEDIVATION INC COM 58501N101   894,186 7,830 SH   SOLE   0 0 7,830
MEDNAX INC COM 58502B106   1,061,255 14,320 SH   SOLE   0 0 14,320
MEDTRONIC PLC SHS G5960L103   1,259,702 17,000 SH   SOLE   0 0 17,000
MELA SCIENCES INC COM NEW 55277R308   19,322 16,802 SH   SOLE   0 0 16,802
MERCADOLIBRE INC COM 58733R102   385,832 2,723 SH   SOLE   0 0 2,723
MERCK & CO INC NEW COM 58933Y105   363,449 6,384 SH   SOLE   0 0 6,384
METTLER TOLEDO INTERNATIONAL COM 592688105   1,046,121 3,064 SH   SOLE   0 0 3,064
MICHAEL KORS HLDGS LTD SHS G60754101   565,195 13,428 SH   SOLE   0 0 13,428
MICREL INC COM 594793101   389,371 28,012 SH   SOLE   0 0 28,012
MICROCHIP TECHNOLOGY INC COM 595017104   913,690 19,266 SH   SOLE   0 0 19,266
MICROSEMI CORP COM 595137100   264,898 7,579 SH   SOLE   0 0 7,579
MICROSOFT CORP COM 594918104   2,059,395 46,645 SH   SOLE   0 0 46,645
MONRO MUFFLER BRAKE INC COM 610236101   309,577 4,980 SH   SOLE   0 0 4,980
MOSAIC CO NEW COM 61945C103   494,983 10,565 SH   SOLE   0 0 10,565
MTS SYS CORP COM 553777103   338,169 4,905 SH   SOLE   0 0 4,905
NATIONAL INSTRS CORP COM 636518102   214,455 7,280 SH   SOLE   0 0 7,280
NATIONAL OILWELL VARCO INC COM 637071101   533,420 11,048 SH   SOLE   0 0 11,048
NATURAL RESOURCE PARTNERS L COM UNIT L P 63900P103   39,514 10,426 SH   SOLE   0 0 10,426
NAVIGANT CONSULTING INC COM 63935N107   345,112 23,209 SH   SOLE   0 0 23,209
NEWMARKET CORP COM 651587107   870,912 1,962 SH   SOLE   0 0 1,962
NIKE INC CL B 654106103   469,798 4,349 SH   SOLE   0 0 4,349
NOVARTIS A G SPONSORED ADR 66987V109   567,792 5,774 SH   SOLE   0 0 5,774
NOVO-NORDISK A S ADR 670100205   721,611 13,178 SH   SOLE   0 0 13,178
NUCOR CORP COM 670346105   714,279 16,208 SH   SOLE   0 0 16,208
NXP SEMICONDUCTORS N V COM N6596X109   942,446 9,597 SH   SOLE   0 0 9,597
O REILLY AUTOMOTIVE INC NEW COM 67103H107   1,700,799 7,526 SH   SOLE   0 0 7,526
OCCIDENTAL PETE CORP DEL COM 674599105   600,192 7,718 SH   SOLE   0 0 7,718
OCEANEERING INTL INC COM 675232102   598,775 12,852 SH   SOLE   0 0 12,852
OI S.A. SPN ADR PFD NEW 670851401   31,324 16,400 SH   SOLE   0 0 16,400
OLD DOMINION FGHT LINES INC COM 679580100   1,074,286 15,659 SH   SOLE   0 0 15,659
OMEGA FLEX INC COM 682095104   366,305 9,727 SH   SOLE   0 0 9,727
ORACLE CORP COM 68389X105   1,080,708 26,817 SH   SOLE   0 0 26,817
PARKER HANNIFIN CORP COM 701094104   1,320,372 11,350 SH   SOLE   0 0 11,350
PARTNER COMMUNICATIONS CO LT ADR 70211M109   32,574 12,200 SH   SOLE   0 0 12,200
PENTAIR PLC SHS G7S00T104   717,810 10,441 SH   SOLE   0 0 10,441
PEPSICO INC COM 713448108   1,370,303 14,681 SH   SOLE   0 0 14,681
PERRIGO CO PLC SHS G97822103   1,395,855 7,552 SH   SOLE   0 0 7,552
PHILLIPS 66 COM 718546104   368,573 4,575 SH   SOLE   0 0 4,575
PHYSICIANS RLTY TR COM 71943U104   187,060 12,178 SH   SOLE   0 0 12,178
POLARIS INDS INC COM 731068102   967,455 6,532 SH   SOLE   0 0 6,532
POOL CORPORATION COM 73278L105   256,834 3,660 SH   SOLE   0 0 3,660
POST PPTYS INC COM 737464107   309,037 5,684 SH   SOLE   0 0 5,684
PPG INDS INC COM 693506107   848,286 7,394 SH   SOLE   0 0 7,394
PRICELINE GRP INC COM NEW 741503403   991,954 862 SH   SOLE   0 0 862
PRICESMART INC COM 741511109   1,068,581 11,712 SH   SOLE   0 0 11,712
PROCTER & GAMBLE CO COM 742718109   1,445,534 18,476 SH   SOLE   0 0 18,476
PTC INC COM 69370C100   385,019 9,386 SH   SOLE   0 0 9,386
PUBLIC STORAGE COM 74460D109   3,526,972 19,130 SH   SOLE   0 0 19,130
QUALCOMM INC COM 747525103   1,222,915 19,526 SH   SOLE   0 0 19,526
REGENERON PHARMACEUTICALS COM 75886F107   334,267 655 SH   SOLE   0 0 655
ROBERT HALF INTL INC COM 770323103   1,210,190 21,805 SH   SOLE   0 0 21,805
ROCKWELL AUTOMATION INC COM 773903109   341,467 2,740 SH   SOLE   0 0 2,740
ROSS STORES INC COM 778296103   501,615 10,319 SH   SOLE   0 0 10,319
ROYAL DUTCH SHELL PLC SPON ADR B 780259107   1,851,275 32,280 SH   SOLE   0 0 32,280
SALESFORCE COM INC COM 79466L302   257,023 3,691 SH   SOLE   0 0 3,691
SANDISK CORP COM 80004C101   806,470 13,852 SH   SOLE   0 0 13,852
SAP SE SPON ADR 803054204   405,351 5,772 SH   SOLE   0 0 5,772
SCHEIN HENRY INC COM 806407102   976,364 6,870 SH   SOLE   0 0 6,870
SCHLUMBERGER LTD COM 806857108   1,197,606 13,895 SH   SOLE   0 0 13,895
SCRIPPS NETWORKS INTERACT IN CL A COM 811065101   639,384 9,781 SH   SOLE   0 0 9,781
SEATTLE GENETICS INC COM 812578102   1,270,161 26,243 SH   SOLE   0 0 26,243
SENSIENT TECHNOLOGIES CORP COM 81725T100   413,306 6,048 SH   SOLE   0 0 6,048
SHERWIN WILLIAMS CO COM 824348106   939,068 3,415 SH   SOLE   0 0 3,415
SHUTTERSTOCK INC COM 825690100   568,757 9,699 SH   SOLE   0 0 9,699
SIGMA ALDRICH CORP COM 826552101   901,753 6,471 SH   SOLE   0 0 6,471
SIRONA DENTAL SYSTEMS INC COM 82966C103   1,607,760 16,010 SH   SOLE   0 0 16,010
SKYWORKS SOLUTIONS INC COM 83088M102   1,433,561 13,771 SH   SOLE   0 0 13,771
SOUTHWEST AIRLS CO COM 844741108   337,542 10,201 SH   SOLE   0 0 10,201
SOVRAN SELF STORAGE INC COM 84610H108   1,114,896 12,828 SH   SOLE   0 0 12,828
SPDR GOLD TRUST GOLD SHS 78463V107   586,655 5,221 SH   SOLE   0 0 5,221
SPLUNK INC COM 848637104   764,743 10,985 SH   SOLE   0 0 10,985
ST JUDE MED INC COM 790849103   444,107 6,078 SH   SOLE   0 0 6,078
STANLEY BLACK & DECKER INC COM 854502101   1,617,302 15,368 SH   SOLE   0 0 15,368
STARBUCKS CORP COM 855244109   342,873 6,395 SH   SOLE   0 0 6,395
STEINER LEISURE LTD ORD P8744Y102   356,959 6,637 SH   SOLE   0 0 6,637
STERICYCLE INC COM 858912108   995,755 7,436 SH   SOLE   0 0 7,436
STMICROELECTRONICS N V NY REGISTRY 861012102   189,423 23,328 SH   SOLE   0 0 23,328
STRYKER CORP COM 863667101   386,912 4,048 SH   SOLE   0 0 4,048
SYMANTEC CORP COM 871503108   758,786 32,636 SH   SOLE   0 0 32,636
SYNGENTA AG SPONSORED ADR 87160A100   1,457,032 17,854 SH   SOLE   0 0 17,854
SYNTEL INC COM 87162H103   248,690 5,238 SH   SOLE   0 0 5,238
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR 874039100   1,017,026 44,783 SH   SOLE   0 0 44,783
TE CONNECTIVITY LTD REG SHS H84989104   577,984 8,989 SH   SOLE   0 0 8,989
TEAM HEALTH HOLDINGS INC COM 87817A107   526,465 8,059 SH   SOLE   0 0 8,059
TETRA TECH INC NEW COM 88162G103   321,106 12,524 SH   SOLE   0 0 12,524
THOR INDS INC COM 885160101   434,061 7,713 SH   SOLE   0 0 7,713
TIFFANY & CO NEW COM 886547108   993,947 10,827 SH   SOLE   0 0 10,827
TIMKEN CO COM 887389104   452,334 12,369 SH   SOLE   0 0 12,369
TRIMBLE NAVIGATION LTD COM 896239100   449,587 19,164 SH   SOLE   0 0 19,164
TUMI HLDGS INC COM 89969Q104   209,790 10,224 SH   SOLE   0 0 10,224
TYCO INTL PLC SHS G91442106   556,440 14,461 SH   SOLE   0 0 14,461
UNILEVER PLC SPON ADR NEW 904767704   2,029,410 47,240 SH   SOLE   0 0 47,240
UNION PAC CORP COM 907818108   480,193 5,035 SH   SOLE   0 0 5,035
UNITED NAT FOODS INC COM 911163103   983,283 15,441 SH   SOLE   0 0 15,441
URBAN OUTFITTERS INC COM 917047102   726,425 20,755 SH   SOLE   0 0 20,755
V F CORP COM 918204108   832,816 11,942 SH   SOLE   0 0 11,942
VALERO ENERGY CORP NEW COM 91913Y100   426,598 6,815 SH   SOLE   0 0 6,815
VALMONT INDS INC COM 920253101   782,997 6,587 SH   SOLE   0 0 6,587
VARIAN MED SYS INC COM 92220P105   917,004 10,874 SH   SOLE   0 0 10,874
VCA INC COM 918194101   353,743 6,502 SH   SOLE   0 0 6,502
VERISIGN INC COM 92343E102   362,945 5,881 SH   SOLE   0 0 5,881
VITAMIN SHOPPE INC COM 92849E101   237,347 6,368 SH   SOLE   0 0 6,368
VMWARE INC CL A COM 928563402   209,923 2,448 SH   SOLE   0 0 2,448
WABCO HLDGS INC COM 92927K102   884,227 7,147 SH   SOLE   0 0 7,147
WALGREENS BOOTS ALLIANCE INC COM 931427108   1,288,397 15,258 SH   SOLE   0 0 15,258
WAL-MART STORES INC COM 931142103   1,160,628 16,363 SH   SOLE   0 0 16,363
WEST PHARMACEUTICAL SVSC INC COM 955306105   449,747 7,744 SH   SOLE   0 0 7,744
WEYERHAEUSER CO COM 962166104   1,251,807 39,740 SH   SOLE   0 0 39,740
WHIRLPOOL CORP COM 963320106   1,088,012 6,287 SH   SOLE   0 0 6,287
WORLD FUEL SVCS CORP COM 981475106   539,438 11,250 SH   SOLE   0 0 11,250
WPP PLC NEW ADR 92937A102   1,646,869 14,610 SH   SOLE   0 0 14,610
XILINX INC COM 983919101   212,172 4,805 SH   SOLE   0 0 4,805
ZIMMER BIOMET HLDGS INC COM 98956P102   400,761 3,669 SH   SOLE   0 0 3,669