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mapperlab
Bridgewater Associates, LP
13F-HR

Q2 2014

Period Jun 30, 2014Filed Aug 12, 2014View on EDGAR ↗
Compare vs4 quarters back (Q2 2013)
Positions
303
Total value
$13.34B
Top 10 concentration
89.8%
New positions
141

Holdings · 303

#Class
1VANGUARD INTL EQUITY INDEX F
VWO · 922042858
FTSE EMR MKT ETF$4.7B35.24%109,019,733+9.9%
2SPDR S&P 500 ETF TR
SPY · 78462F103
TR UNIT$3.74B28.04%19,115,300-3.6%
3ISHARES
EEM · 464287234
MSCI EMG MKT ETF$3.27B24.48%75,559,118New
4APPLE INC
AAPL · 037833100
COM$53.17M0.40%572,197+5638.6%
5ISHARES
LQD · 464287242
IBOXX INV CP ETF$50.66M0.38%424,755New
6INTERNATIONAL BUSINESS MACHS
IBM · 459200101
COM$37.98M0.28%209,520+550.3%
7INTEL CORP
INTC · 458140100
COM$34.86M0.26%1,128,253+96.6%
8ISHARES
IVV · 464287200
CORE S&P500 ETF$34.48M0.26%175,000
9MICROSOFT CORP
MSFT · 594918104
COM$32.61M0.24%781,945+828.6%
10GILEAD SCIENCES INC
GILD · 375558103
COM$29M0.22%349,821New
11JUNIPER NETWORKS INC
JNP · 48203R104
COM$28.47M0.21%1,160,082New
12SUNCOR ENERGY INC NEW
SU · 867224107
COM$25.27M0.19%591,600+3.5%
13GENERAL ELECTRIC CO
GE · 369604103
COM$24.73M0.19%941,100New
14VERIZON COMMUNICATIONS INC
VZ · 92343V104
COM$23.55M0.18%481,265New
15MICRON TECHNOLOGY INC
MU · 595112103
COM$22.62M0.17%686,474-43.7%
16ORACLE CORP
ORCL · 68389X105
COM$20.91M0.16%515,982-47.0%
17CANADIAN NAT RES LTD
CNQ · 136385101
COM$19.81M0.15%430,400+7.2%
18EOG RES INC
EOG · 26875P101
COM$19.51M0.15%166,938+377.0%
19
WHOLE FOODS MKT INC
966837106
COM$18.48M0.14%478,412New
20IMPERIAL OIL LTD
IMO · 453038408
COM NEW$17.89M0.13%338,900+0.0%
21EXXON MOBIL CORP
XOM · 30231G102
COM$17.44M0.13%173,171+15.9%
22VENTAS INC
VEN · 92276F100
COM$16.88M0.13%263,384+1861.5%
23OCCIDENTAL PETE CORP DEL
OXY · 674599105
COM$16.73M0.13%163,000+73.2%
24TEXAS INSTRS INC
TXN · 882508104
COM$16.49M0.12%345,026+81.2%
25CONOCOPHILLIPS
COP · 20825C104
COM$15.46M0.12%180,300+45.6%
26
GOLDCORP INC NEW
380956409
COM$14.7M0.11%526,707+63.1%
27COCA COLA CO
KO · 191216100
COM$14.69M0.11%346,874-18.6%
28BED BATH & BEYOND INC
BBBY · 075896100
COM$14.64M0.11%255,200+159.5%
29BARRICK GOLD CORP
ABX · 067901108
COM$14.01M0.10%765,400+59.7%
30QUALCOMM INC
QCOM · 747525103
COM$13.94M0.10%175,965-53.1%
31BP PLC
BP · 055622104
SPONSORED ADR$13.44M0.10%254,700+45.4%
32EQT CORP
EQT · 26884L109
COM$13.1M0.10%122,573+701.1%
33CONAGRA FOODS INC
CAG · 205887102
COM$12.82M0.10%431,782+1307.9%
34CHEVRON CORP NEW
CVX · 166764100
COM$12.59M0.09%96,400+29.3%
35PEPSICO INC
PEP · 713448108
COM$12.55M0.09%140,477+167.6%
36PETROLEO BRASILEIRO SA PETRO
PBR · 71654V408
SPONSORED ADR$12.52M0.09%855,600+73.5%
37CISCO SYS INC
CSCO · 17275R102
COM$12.31M0.09%495,180New
38PULTE GROUP INC
PHM · 745867101
COM$12.11M0.09%600,814-1.4%
39RIO TINTO PLC
RIO · 767204100
SPONSORED ADR$12.07M0.09%222,300+23.6%
40CARNIVAL CORP
CCL · 143658300
PAIRED CTF$12.04M0.09%319,835New
41XILINX INC
XLNXEUR · 983919101
COM$11.89M0.09%251,379+222.3%
42BHP BILLITON LTD
BHP · 088606108
SPONSORED ADR$11.76M0.09%171,811+44.6%
43PFIZER INC
PFE · 717081103
COM$11.66M0.09%393,008New
44
HEALTH CARE REIT INC
42217K106
COM$11.63M0.09%185,647New
45VALE S A
VALE · 91912E105
ADR$11.54M0.09%872,000+61.5%
46FREEPORT-MCMORAN COPPER & GO
FCX · 35671D857
COM$11.14M0.08%305,185+58.2%
47NEWMONT MINING CORP
NEM · 651639106
COM$10.71M0.08%420,926+99.4%
48CHESAPEAKE ENERGY CORP
CPK · 165167107
COM$10.16M0.08%326,988+275.0%
49NETAPP INC
NTAP · 64110D104
COM$9.96M0.07%272,647+27.9%
50CENOVUS ENERGY INC
CVE · 15135U109
COM$9.85M0.07%303,300-11.2%
51
ALTERA CORP
021441100
COM$9.75M0.07%280,349+215.1%
52ANADARKO PETE CORP
APC3EUR · 032511107
COM$9.51M0.07%86,900+30.1%
53LAS VEGAS SANDS CORP
LVS · 517834107
COM$9.34M0.07%122,554New
54ENBRIDGE INC
ENB · 29250N105
COM$9.26M0.07%194,700-2.8%
55
SILVER WHEATON CORP
828336107
COM$8.99M0.07%342,061+72.5%
56WESTERN UN CO
WU · 959802109
COM$8.98M0.07%518,089New
57NVIDIA CORP
NVDA · 67066G104
COM$8.82M0.07%475,877+125.1%
58SOUTHERN COPPER CORP
SCCO · 84265V105
COM$8.77M0.07%288,864-12.0%
59DUKE ENERGY CORP NEW
DUK · 26441C204
COM NEW$8.65M0.06%116,534New
60VALERO ENERGY CORP NEW
VLO · 91913Y100
COM$8.64M0.06%172,457-68.4%
61HEWLETT PACKARD CO
HPE · 428236103
COM$8.41M0.06%249,600New
62SALESFORCE COM INC
CRM · 79466L302
COM$8.09M0.06%139,352New
63TRANSCANADA CORP
TCPA · 89353D107
COM$7.91M0.06%165,400-11.3%
64UNITED TECHNOLOGIES CORP
UTXZ · 913017109
COM$7.88M0.06%68,260-65.3%
65MAXIM INTEGRATED PRODS INC
MXIM · 57772K101
COM$7.74M0.06%228,866-36.7%
66APPLIED MATLS INC
AMAT · 038222105
COM$7.69M0.06%340,799-24.4%
67MICROCHIP TECHNOLOGY INC
MCHP · 595017104
COM$7.66M0.06%156,979-55.4%
68
CA INC
12673P105
COM$7.61M0.06%264,746+10.2%
69FRANCO NEVADA CORP
FNV · 351858105
COM$7.44M0.06%129,428+70.1%
70RAYTHEON CO
RTN1USD · 755111507
COM NEW$7.38M0.06%79,998+336.7%
71VERISIGN INC
VRSN · 92343E102
COM$7.36M0.06%150,710+28.0%
72APACHE CORP
9990302D · 037411105
COM$7.32M0.05%72,699+43.4%
73EMERSON ELEC CO
EMR · 291011104
COM$7.23M0.05%108,979New
74FOSSIL GROUP INC
FOSL · 34988V106
COM$7.16M0.05%68,521+162.4%
75CABOT OIL & GAS CORP
CTRA · 127097103
COM$7.11M0.05%208,330+873.5%
76
ENCANA CORP
292505104
COM$7.02M0.05%295,700-1.7%
77AGNICO EAGLE MINES LTD
AEM · 008474108
COM$6.98M0.05%182,158+74.9%
78
RANDGOLD RES LTD
752344309
ADR$6.95M0.05%82,200+59.0%
79JOHNSON & JOHNSON
JNJ · 478160104
COM$6.89M0.05%65,893New
80LAM RESEARCH CORP
LRCX · 512807108
COM$6.87M0.05%101,620-34.2%
81ANALOG DEVICES INC
ADI · 032654105
COM$6.81M0.05%125,906New
82UNITEDHEALTH GROUP INC
UNH · 91324P102
COM$6.72M0.05%82,200-63.6%
83PUBLIC STORAGE
PSA · 74460D109
COM$6.72M0.05%39,200+959.5%
84CORNING INC
GLW · 219350105
COM$6.64M0.05%302,490+86.0%
85YAMANA GOLD INC
YRI · 98462Y100
COM$6.42M0.05%781,400+73.1%
86CERNER CORP
CERNCHF · 156782104
COM$6.26M0.05%121,400+1212.1%
87ADOBE SYS INC
ADBE · 00724F101
COM$6.26M0.05%86,503New
88WHIRLPOOL CORP
WHR · 963320106
COM$6.18M0.05%44,401+415.9%
89ANGLOGOLD ASHANTI LTD
AU · 035128206
SPONSORED ADR$6.1M0.05%354,600+65.4%
90CITRIX SYS INC
CTXSEUR · 177376100
COM$6.03M0.05%96,421-64.8%
91
PRECISION CASTPARTS CORP
740189105
COM$6.01M0.05%23,817New
92HESS CORP
HES · 42809H107
COM$5.95M0.04%60,200+34.4%
93BOEING CO
BA · 097023105
COM$5.95M0.04%46,741-23.4%
94PIONEER NAT RES CO
PXDEUR · 723787107
COM$5.91M0.04%25,700+45.2%
95DEVON ENERGY CORP NEW
DVN · 25179M103
COM$5.84M0.04%73,500+38.2%
96SYMANTEC CORP
SYMCEUR · 871503108
COM$5.64M0.04%246,433+207.0%
973M CO
MMM · 88579Y101
COM$5.63M0.04%39,286New
98SOUTHWEST AIRLS CO
LUV · 844741108
COM$5.55M0.04%206,431+94.2%
99MGM RESORTS INTERNATIONAL
MGM · 552953101
COM$5.49M0.04%208,088New
100
E M C CORP MASS
268648102
COM$5.46M0.04%207,232-74.8%
101CONTINENTAL RESOURCES INC
CLRUSD · 212015101
COM$5.26M0.04%33,300+37.6%
102REGENERON PHARMACEUTICALS
REGN · 75886F107
COM$5.2M0.04%18,400+348.8%
103
DOW CHEM CO
260543103
COM$5.18M0.04%100,588New
104WEYERHAEUSER CO
WY · 962166104
COM$5.15M0.04%155,666+52.1%
105MARATHON OIL CORP
MRO* · 565849106
COM$5.15M0.04%128,900+27.4%
106KOHLS CORP
KSS · 500255104
COM$5.14M0.04%97,651+52.9%
107RANGE RES CORP
RRC · 75281A109
COM$5.12M0.04%58,866+175.1%
108NOBLE ENERGY INC
NE · 655044105
COM$5.02M0.04%64,852+40.2%
109METLIFE INC
MET · 59156R108
COM$5.02M0.04%90,264-25.9%
110PARKER HANNIFIN CORP
PH · 701094104
COM$5M0.04%39,726New
111VMWARE INC
VMWEUR · 928563402
CL A COM$4.99M0.04%51,500+951.0%
112PETROCHINA CO LTD
PC6A · 71646E100
SPONSORED ADR$4.97M0.04%39,597+108.2%
113PROCTER & GAMBLE CO
PG · 742718109
COM$4.94M0.04%62,831New
114
ELDORADO GOLD CORP NEW
284902103
COM$4.76M0.04%621,000+45.0%
115POTASH CORP SASK INC
POT1EUR · 73755L107
COM$4.73M0.04%124,100New
116UNITED RENTALS INC
URI · 911363109
COM$4.67M0.04%44,626+792.5%
117INTERPUBLIC GROUP COS INC
IPG · 460690100
COM$4.61M0.03%236,247New
118ROYAL GOLD INC
RGLD · 780287108
COM$4.32M0.03%56,800+58.7%
119INTL PAPER CO
IP · 460146103
COM$4.32M0.03%85,554-34.9%
120NORTHROP GRUMMAN CORP
NOC · 666807102
COM$4.27M0.03%35,688-54.8%
121
STARWOOD HOTELS&RESORTS WRLD
85590A401
COM$4.25M0.03%52,523New
122WYNN RESORTS LTD
WYNN · 983134107
COM$4.22M0.03%20,314-67.4%
123KINROSS GOLD CORP
KGC · 496902404
COM NO PAR$4.21M0.03%1,015,500+44.5%
124GAMESTOP CORP NEW
GME · 36467W109
CL A$4.12M0.03%101,900New
125ALEXION PHARMACEUTICALS INC
ALXN · 015351109
COM$4.11M0.03%26,332New
126LOWES COS INC
LOW · 548661107
COM$4.1M0.03%85,353New
127TECK RESOURCES LTD
TECK · 878742204
CL B$4.09M0.03%178,700+132.4%
128MOHAWK INDS INC
MHK · 608190104
COM$4.05M0.03%29,308New
129ALLIANCE DATA SYSTEMS CORP
BFH · 018581108
COM$4.04M0.03%14,374New
130EASTMAN CHEM CO
EMN · 277432100
COM$4.03M0.03%46,127New
131BARD C R INC
BCRUSD · 067383109
COM$3.92M0.03%27,386+19.7%
132F M C CORP
FMC · 302491303
COM NEW$3.91M0.03%54,910+1510.3%
133XEROX CORP
XRX · 984121103
COM$3.81M0.03%305,900-63.1%
134KLA-TENCOR CORP
KLAC · 482480100
COM$3.67M0.03%50,584-75.7%
135PRUDENTIAL FINL INC
PRU · 744320102
COM$3.62M0.03%40,776-39.2%
136LOCKHEED MARTIN CORP
LMT · 539830109
COM$3.61M0.03%22,437+120.5%
137SOUTHWESTERN ENERGY CO
SWN1EUR · 845467109
COM$3.6M0.03%79,196-11.7%
138AFLAC INC
AFL · 001055102
COM$3.52M0.03%56,586-8.9%
139COCA COLA ENTERPRISES INC NE
KO · 19122T109
COM$3.38M0.03%70,805-40.1%
140BOSTON PROPERTIES INC
BXP · 101121101
COM$3.29M0.02%27,800+238.4%
141
LABORATORY CORP AMER HLDGS
50540R409
COM NEW$3.22M0.02%31,466+12.8%
142ROSS STORES INC
ROST · 778296103
COM$3.15M0.02%47,577-55.5%
143
ENSCO PLC
G3157S106
SHS CLASS A$3.14M0.02%56,500+643.4%
144LINEAR TECHNOLOGY CORP
LINMF · 535678106
COM$3.13M0.02%66,493-15.4%
145CRESCENT PT ENERGY CORP
CRGY · 22576C101
COM$3.13M0.02%70,400New
146MARATHON PETE CORP
MPC · 56585A102
COM$3.12M0.02%40,000+124.7%
147SCHLUMBERGER LTD
SLB · 806857108
COM$3.09M0.02%26,187+88.6%
148DENBURY RES INC
DNREUR · 247916208
COM NEW$3.09M0.02%167,294+237.3%
149MACYS INC
M · 55616P104
COM$3.03M0.02%52,171-58.6%
150
JOY GLOBAL INC
481165108
COM$2.97M0.02%48,230New
151HUNT J B TRANS SVCS INC
JBHT · 445658107
COM$2.96M0.02%40,151New
152FMC TECHNOLOGIES INC
FMC · 30249U101
COM$2.84M0.02%46,418New
153NEW GOLD INC CDA
NGDN · 644535106
COM$2.83M0.02%445,400+76.6%
154HONEYWELL INTL INC
HON · 438516106
COM$2.81M0.02%30,195New
155
AETNA INC NEW
00817Y108
COM$2.77M0.02%34,219+11.9%
156SOUTHERN CO
SO · 842587107
COM$2.74M0.02%60,400New
157
STAPLES INC
855030102
COM$2.73M0.02%252,058New
158EBAY INC
EBAY · 278642103
COM$2.73M0.02%54,550+117.8%
159GENERAL MLS INC
GIS · 370334104
COM$2.73M0.02%51,925+408.8%
160NORDSTROM INC
JWNUSD · 655664100
COM$2.71M0.02%39,903New
161CONCHO RES INC
CXOEUR · 20605P101
COM$2.64M0.02%18,300New
162GOLD FIELDS LTD NEW
GFI · 38059T106
SPONSORED ADR$2.63M0.02%706,600+66.0%
163
EXPRESS SCRIPTS HLDG CO
30219G108
COM$2.61M0.02%37,654-72.0%
164CONSOLIDATED EDISON INC
ED · 209115104
COM$2.6M0.02%44,978New
165PAYCHEX INC
PAYX · 704326107
COM$2.52M0.02%60,572New
166CIGNA CORPORATION
CI · 125509109
COM$2.49M0.02%27,081-12.9%
167FLUOR CORP NEW
FLR · 343412102
COM$2.42M0.02%31,503New
168TRACTOR SUPPLY CO
TSCO · 892356106
COM$2.37M0.02%39,216New
169DAVITA HEALTHCARE PARTNERS I
DVA · 23918K108
COM$2.25M0.02%31,098+172.8%
170CUMMINS INC
CMI · 231021106
COM$2.23M0.02%14,424New
171MURPHY OIL CORP
MUR · 626717102
COM$2.2M0.02%33,100+30.8%
172KELLOGG CO
KEL · 487836108
COM$2.19M0.02%33,384New
173OWENS CORNING NEW
OC · 690742101
COM$2.15M0.02%55,451+727.6%
174HALLIBURTON CO
HAL · 406216101
COM$2.12M0.02%29,800New
175ACTIVISION BLIZZARD INC
ATVIEUR · 00507V109
COM$2.11M0.02%94,414New
176GAP INC DEL
GAP · 364760108
COM$2.09M0.02%50,245-38.5%
177SANDISK CORP
SNDK · 80004C101
COM$2.06M0.02%19,700New
178
WELLPOINT INC
94973V107
COM$2.04M0.02%18,926-47.6%
179AMERICAN ELEC PWR INC
AEP · 025537101
COM$2.04M0.02%36,505+254.0%
180CF INDS HLDGS INC
CF · 125269100
COM$2.02M0.02%8,400+82.6%
181TEREX CORP NEW
TEX · 880779103
COM$2.01M0.02%48,936New
182
TALISMAN ENERGY INC
87425E103
COM$1.98M0.01%186,800-53.3%
183HELMERICH & PAYNE INC
HP · 423452101
COM$1.94M0.01%16,683New
184ALTRIA GROUP INC
MO · 02209S103
COM$1.93M0.01%46,000New
185DOLLAR TREE INC
DLTR · 256746108
COM$1.91M0.01%35,139-67.2%
186ROYAL CARIBBEAN CRUISES LTD
RCL · V7780T103
COM$1.9M0.01%34,100+117.2%
187
CONSOL ENERGY INC
20854P109
COM$1.89M0.01%41,020+36.6%
188MASCO CORP
MAS · 574599106
COM$1.88M0.01%84,800New
189
CBS CORP NEW
124857202
CL B$1.86M0.01%29,884New
190TIMKEN CO
TKR · 887389104
COM$1.85M0.01%27,315New
191ILLINOIS TOOL WKS INC
ITW · 452308109
COM$1.82M0.01%20,724New
192WILLIAMS SONOMA INC
WSM · 969904101
COM$1.81M0.01%25,253New
193KANSAS CITY SOUTHERN
KSUEUR · 485170302
COM NEW$1.81M0.01%16,823New
194DISCOVERY COMMUNICATNS NEW
DISCAUSD · 25470F104
COM SER A$1.78M0.01%24,000New
195AMERICAN EAGLE OUTFITTERS NE
AEO · 02553E106
COM$1.78M0.01%158,800New
196BRINKER INTL INC
EAT · 109641100
COM$1.76M0.01%36,124New
197STEEL DYNAMICS INC
STLD · 858119100
COM$1.76M0.01%97,754New
198
AGRIUM INC
008916108
COM$1.74M0.01%18,961New
199CONSTELLATION BRANDS INC
STZ · 21036P108
CL A$1.73M0.01%19,619New
200
RITE AID CORP
767754104
COM$1.68M0.01%233,800New
201ROBERT HALF INTL INC
RHI · 770323103
COM$1.64M0.01%34,245New
202JABIL CIRCUIT INC
JBL · 466313103
COM$1.63M0.01%77,919New
203VALMONT INDS INC
VMI · 920253101
COM$1.63M0.01%10,697New
204DANAHER CORP DEL
DHR · 235851102
COM$1.59M0.01%20,139New
205NATIONAL OILWELL VARCO INC
NOVEUR · 637071101
COM$1.58M0.01%19,217New
206ENTERGY CORP NEW
ETR · 29364G103
COM$1.57M0.01%19,116New
207AUTOZONE INC
AZO · 053332102
COM$1.54M0.01%2,868-86.4%
208LINCOLN NATL CORP IND
LNC · 534187109
COM$1.53M0.01%29,792+206.6%
209PACCAR INC
PCAR · 693718108
COM$1.52M0.01%24,200New
210CAMECO CORP
CCJ · 13321L108
COM$1.47M0.01%74,600+43.5%
211INTERCONTINENTAL EXCHANGE IN
ICE · 45866F104
COM$1.44M0.01%7,600New
212PUBLIC SVC ENTERPRISE GROUP
PEG · 744573106
COM$1.42M0.01%34,748New
213COGNIZANT TECHNOLOGY SOLUTIO
CTSH · 192446102
CL A$1.41M0.01%28,800-89.9%
214AT&T INC
T · 00206R102
COM$1.4M0.01%39,600-82.5%
215
COBALT INTL ENERGY INC
19075F106
COM$1.4M0.01%76,100+84.3%
216IAMGOLD CORP
IAG · 450913108
COM$1.38M0.01%334,700+59.2%
217MONDELEZ INTL INC
MDLZ · 609207105
CL A$1.31M0.01%34,800New
218PATTERSON UTI ENERGY INC
PTEN · 703481101
COM$1.31M0.01%37,444-71.3%
219WASTE MGMT INC DEL
WM · 94106L109
COM$1.25M0.01%27,900New
220DISNEY WALT CO
DIS · 254687106
COM DISNEY$1.24M0.01%14,513New
221NEXTERA ENERGY INC
NEE · 65339F101
COM$1.24M0.01%12,075New
222TURQUOISE HILL RES LTD
TRQEUR · 900435108
COM$1.2M0.01%359,100+176.9%
223HARMONY GOLD MNG LTD
HMY · 413216300
SPONSORED ADR$1.18M0.01%396,000+69.4%
224HOLLYFRONTIER CORP
HFCUSD · 436106108
COM$1.17M0.01%26,726-93.2%
225DOVER CORP
DOV · 260003108
COM$1.05M0.01%11,552New
226BROADCOM CORP
AVGO · 111320107
CL A$1.04M0.01%28,028-89.5%
227SHERWIN WILLIAMS CO
SHW · 824348106
COM$1.04M0.01%5,022New
228PENTAIR PLC
PNR · G7S00T104
SHS$1.03M0.01%14,277New
229VERISK ANALYTICS INC
VRSK · 92345Y106
CL A$1.02M0.01%16,985New
230ALAMOS GOLD INC
AGI · 011527108
COM$992K0.01%97,922New
231EDISON INTL
EIX · 281020107
COM$990K0.01%17,037New
232PHILLIPS 66
PSX · 718546104
COM$945K0.01%11,750-36.3%
233TYSON FOODS INC
TSN · 902494103
CL A$920K0.01%24,515New
234
DELPHI AUTOMOTIVE PLC
G27823106
SHS$907K0.01%13,200New
235ROCKWELL AUTOMATION INC
ROK · 773903109
COM$891K0.01%7,120-84.9%
236PPG INDS INC
PPG · 693506107
COM$886K0.01%4,216-35.3%
237LKQ CORP
LKQ · 501889208
COM$876K0.01%32,805New
238PEABODY ENERGY CORP
BTU · 704549104
COM$795K0.01%48,600+34.3%
239QUEST DIAGNOSTICS INC
DGX · 74834L100
COM$795K0.01%13,545+194.6%
240TIFFANY & CO NEW
TIFEUR · 886547108
COM$775K0.01%7,727New
241MCKESSON CORP
MCK · 58155Q103
COM$750K0.01%4,030-91.2%
242CARDINAL HEALTH INC
CAH · 14149Y108
COM$743K0.01%10,834-76.6%
243MOTOROLA SOLUTIONS INC
MSI · 620076307
COM NEW$736K0.01%11,053-90.7%
244ABBOTT LABS
ABT · 002824100
COM$724K0.01%17,700New
245TENET HEALTHCARE CORP
THC · 88033G407
COM NEW$691K0.01%14,725New
246
IRON MTN INC
462846106
COM$647K0.00%18,247New
247UNITED CONTL HLDGS INC
UAL · 910047109
COM$641K0.00%15,600New
248KROGER CO
KR · 501044101
COM$632K0.00%12,777New
249DEERE & CO
DE · 244199105
COM$630K0.00%6,956New
250JACOBS ENGR GROUP INC DEL
JECUSD · 469814107
COM$586K0.00%11,003New
251RACKSPACE HOSTING INC
RXT · 750086100
COM$579K0.00%17,210+102.2%
252NRG ENERGY INC
NRG · 629377508
COM NEW$559K0.00%15,027New
253F5 NETWORKS INC
FFIV · 315616102
COM$545K0.00%4,889-98.4%
254ASSURANT INC
AIZ · 04621X108
COM$522K0.00%7,958New
255PRAXAIR INC
PXGBX · 74005P104
COM$521K0.00%3,921New
256ANSYS INC
AKX · 03662Q105
COM$482K0.00%6,361New
257ASSURED GUARANTY LTD
AGO · G0585R106
COM$465K0.00%18,999New
258
CREE INC
225447101
COM$448K0.00%8,966New
259BAXTER INTL INC
BAX · 071813109
COM$417K0.00%5,763-89.9%
260
LINKEDIN CORP
53578A108
COM CL A$394K0.00%2,300New
261NUCOR CORP
NUE · 670346105
COM$386K0.00%7,839New
262SALLY BEAUTY HLDGS INC
SBH · 79546E104
COM$368K0.00%14,678New
263C H ROBINSON WORLDWIDE INC
CHRW · 12541W209
COM NEW$329K0.00%5,162-96.5%
264
CROWN CASTLE INTL CORP
228227104
COM$319K0.00%4,291New
265LIBERTY INTERACTIVE CORP
LBRT · 53071M104
INT COM SER A$314K0.00%10,700New
266MONSTER BEVERAGE CORP
MNST · 611740101
COM$312K0.00%4,399New
267NVR INC
NVR · 62944T105
COM$306K0.00%266-8.6%
268
CABELAS INC
126804301
COM$297K0.00%4,752-35.8%
269
AXIALL CORP
05463D100
COM$288K0.00%6,102New
270THOMSON REUTERS CORP
TRI · 884903105
COM$284K0.00%7,800New
271PAN AMERICAN SILVER CORP
PAAS · 697900108
COM$279K0.00%18,177New
272SEADRILL LIMITED
SDRL · G7945E105
SHS$276K0.00%6,900New
273LYONDELLBASELL INDUSTRIES N
LYB · N53745100
SHS - A -$264K0.00%2,700New
274LIBERTY MEDIA CORP DELAWARE
FWONA · 531229102
CL A$260K0.00%1,900New
275
URS CORP NEW
903236107
COM$248K0.00%5,418New
276BARNES & NOBLE INC
BNED · 067774109
COM$246K0.00%10,781New
277SBA COMMUNICATIONS CORP
SBAC · 78388J106
COM$246K0.00%2,400-67.6%
278ASHLAND INC NEW
ASH · 044209104
COM$238K0.00%2,190New
279
COMPUTER SCIENCES CORP
205363104
COM$235K0.00%3,720New
280CABLEVISION SYS CORP
CVCEUR · 12686C109
CL A NY CABLVS$233K0.00%13,176New
281PTC INC
PTC · 69370C100
COM$233K0.00%6,000New
282MSCI INC
MSCI · 55354G100
COM$232K0.00%5,070New
283JARDEN CORP
JAHEUR · 471109108
COM$231K0.00%3,900-42.6%
284CADENCE DESIGN SYSTEM INC
CDNS · 127387108
COM$229K0.00%13,079New
285
SOLARWINDS INC
83416B109
COM$228K0.00%5,900New
286EATON CORP PLC
ETN · G29183103
SHS$225K0.00%2,909New
287HUNTSMAN CORP
HUN · 447011107
COM$224K0.00%7,989-69.4%
288
INFORMATICA CORP
45666Q102
COM$224K0.00%6,290New
289GOODYEAR TIRE & RUBR CO
GT · 382550101
COM$223K0.00%8,018New
290LEGG MASON INC
LMEUR · 524901105
COM$222K0.00%4,333New
291
TIBCO SOFTWARE INC
88632Q103
COM$222K0.00%11,000New
292AMERICAN CAP LTD
AIG · 02503Y103
COM$219K0.00%14,304New
293COMMUNITY HEALTH SYS INC NEW
CYH · 203668108
COM$218K0.00%4,810New
294
INTERNATIONAL GAME TECHNOLOG
459902102
COM$216K0.00%13,578-46.5%
295CARTER INC
CRI · 146229109
COM$214K0.00%3,100New
296CHICOS FAS INC
CHS1USD · 168615102
COM$214K0.00%12,600New
297AUTONATION INC
AN · 05329W102
COM$212K0.00%3,548New
298TE CONNECTIVITY LTD
TEL · H84989104
REG SHS$208K0.00%3,360New
299
VCA INC
918194101
COM$208K0.00%5,924New
300
GENERAL CABLE CORP DEL NEW
369300108
COM$203K0.00%7,900New
301PHILIP MORRIS INTL INC
PM · 718172109
COM$202K0.00%2,400-60.0%
302
FLEXTRONICS INTL LTD
Y2573F102
ORD$199K0.00%17,937New
303
PMC-SIERRA INC
69344F106
COM$132K0.00%17,398New
Total filing value: $13.34B