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mapperlab
Bridgewater Associates, LP
13F-HR

Q4 2014

Period Dec 31, 2014Filed Feb 11, 2015View on EDGAR ↗
Compare vs4 quarters back (Q4 2013)
Positions
335
Total value
$12.53B
Top 10 concentration
88.9%
New positions
170

Holdings · 335

#Class
1VANGUARD INTL EQUITY INDEX F
VWO · 922042858
FTSE EMR MKT ETF$4.65B37.12%116,213,008+13.8%
2SPDR S&P 500 ETF TR
SPY · 78462F103
TR UNIT$3.16B25.20%15,359,200-19.9%
3ISHARES TR
EEM · 464287234
MSCI EMG MKT ETF$3.09B24.63%78,536,594+1.4%
4ISHARES TR
LQD · 464287242
IBOXX INV CP ETF$50.72M0.40%424,755+12.6%
5GILEAD SCIENCES INC
GILD · 375558103
COM$50.65M0.40%537,321+1291.3%
6ISHARES TR
IVV · 464287200
CORE S&P500 ETF$36.2M0.29%175,000
7APPLE INC
AAPL · 037833100
COM$28.64M0.23%259,497+527.2%
8MICROSOFT CORP
MSFT · 594918104
COM$27.92M0.22%601,045+47.7%
9INTEL CORP
INTC · 458140100
COM$25.74M0.21%709,203+764.3%
10INTERNATIONAL BUSINESS MACHS
IBM · 459200101
COM$23.61M0.19%147,144-12.3%
11EASTMAN CHEM CO
EMN · 277432100
COM$22.89M0.18%301,786+523.7%
12POTASH CORP SASK INC
POT1EUR · 73755L107
COM$21.33M0.17%601,600New
13DEVON ENERGY CORP NEW
DVN · 25179M103
COM$20.06M0.16%327,739+26.5%
14
GOLDCORP INC NEW
380956409
COM$19.44M0.16%1,049,761+58.0%
15
RITE AID CORP
767754104
COM$18.7M0.15%2,487,194+1778.5%
16BARRICK GOLD CORP
ABX · 067901108
COM$17.91M0.14%1,665,700+92.3%
17
ENSCO PLC
G3157S106
SHS CLASS A$16.37M0.13%546,451New
18VMWARE INC
VMWEUR · 928563402
CL A COM$16.1M0.13%195,123New
19
PRECISION CASTPARTS CORP
740189105
COM$15.71M0.13%65,211New
20SOUTHWESTERN ENERGY CO
SWN1EUR · 845467109
COM$15.4M0.12%564,401+798.7%
21UNITED STATES STL CORP NEW
UTHR · 912909108
COM$15.24M0.12%569,965New
22XILINX INC
XLNXEUR · 983919101
COM$14.74M0.12%340,570+153.5%
23QUALCOMM INC
QCOM · 747525103
COM$14.37M0.11%193,365+0.7%
24AMERICAN CAPITAL AGENCY CORP
AIG · 02503X105
COM$14.34M0.11%656,954New
25CITRIX SYS INC
CTXSEUR · 177376100
COM$14.27M0.11%223,636-39.3%
26CONOCOPHILLIPS
COP · 20825C104
COM$13.84M0.11%200,400+25.6%
27RIO TINTO PLC
RIO · 767204100
SPONSORED ADR$13.8M0.11%299,500+33.3%
28CHEVRON CORP NEW
CVX · 166764100
COM$13.71M0.11%122,200+27.2%
29OCCIDENTAL PETE CORP DEL
OXY · 674599105
COM$13.55M0.11%168,100+19.8%
30EXXON MOBIL CORP
XOM · 30231G102
COM$13.32M0.11%144,100+8.6%
31BP PLC
BP · 055622104
SPONSORED ADR$13.24M0.11%347,200+34.1%
32VALERO ENERGY CORP NEW
VLO · 91913Y100
COM$13.23M0.11%267,257New
33DENBURY RES INC
DNREUR · 247916208
COM NEW$13.07M0.10%1,608,015+507.7%
34PETROLEO BRASILEIRO SA PETRO
PBR · 71654V408
SPONSORED ADR$13.03M0.10%1,784,500+134.2%
35MICRON TECHNOLOGY INC
MU · 595112103
COM$12.88M0.10%367,874-44.6%
36CORNING INC
GLW · 219350105
COM$12.87M0.10%561,376+385.0%
37BHP BILLITON LTD
BHP · 088606108
SPONSORED ADR$12.87M0.10%271,911+60.6%
38WESTERN UN CO
WU · 959802109
COM$12.86M0.10%718,089New
39GENERAL ELECTRIC CO
GE · 369604103
COM$12.76M0.10%504,800New
40EOG RES INC
EOG · 26875P101
COM$12.34M0.10%134,000+175.2%
41MICROCHIP TECHNOLOGY INC
MCHP · 595017104
COM$11.64M0.09%258,094+84.5%
42SOUTHWEST AIRLS CO
LUV · 844741108
COM$11.64M0.09%274,931+48.6%
43BROADCOM CORP
AVGO · 111320107
CL A$11.62M0.09%268,064-56.0%
44SUNCOR ENERGY INC NEW
SU · 867224107
COM$11.43M0.09%358,700-32.5%
45
ALTERA CORP
021441100
COM$11.2M0.09%303,149New
46WYNN RESORTS LTD
WYNN · 983134107
COM$11.11M0.09%74,659+102.3%
47TEXAS INSTRS INC
TXN · 882508104
COM$10.8M0.09%201,980+150.7%
48COGNIZANT TECHNOLOGY SOLUTIO
CTSH · 192446102
CL A$10.77M0.09%204,600+4412.6%
49CENTERPOINT ENERGY INC
CNP · 15189T107
COM$10.62M0.08%453,278New
50
SILVER WHEATON CORP
828336107
COM$10.4M0.08%511,361+68.7%
51AUTOZONE INC
AZO · 053332102
COM$10.38M0.08%16,768+99.4%
52ANADARKO PETE CORP
APC3EUR · 032511107
COM$10.22M0.08%123,900-23.1%
53UNITEDHEALTH GROUP INC
UNH · 91324P102
COM$10.16M0.08%100,500New
54VALE S A
VALE · 91912E105
ADR$10.14M0.08%1,240,000+69.6%
55FREEPORT-MCMORAN INC
FCX · 35671D857
CL B$10.09M0.08%431,700New
56NEWMONT MINING CORP
NEM · 651639106
COM$10.01M0.08%529,474+39.4%
57JUNIPER NETWORKS INC
JNP · 48203R104
COM$9.99M0.08%447,610+177.7%
58
AGRIUM INC
008916108
COM$9.8M0.08%103,466New
59IMPERIAL OIL LTD
IMO · 453038408
COM NEW$9.02M0.07%208,800-27.7%
60UNITED RENTALS INC
URI · 911363109
COM$8.99M0.07%88,144+647.0%
61NRG ENERGY INC
NRG · 629377508
COM NEW$8.5M0.07%315,200+1017.4%
62PULTE GROUP INC
PHM · 745867101
COM$8.49M0.07%395,558+28.9%
63CATERPILLAR INC DEL
CAT · 149123101
COM$8.45M0.07%92,287New
64CANADIAN NAT RES LTD
CNQ · 136385101
COM$8.42M0.07%271,500-27.4%
65FRANCO NEVADA CORP
FNV · 351858105
COM$8.36M0.07%169,328+35.2%
66LOWES COS INC
LOW · 548661107
COM$8.32M0.07%120,953New
67METLIFE INC
MET · 59156R108
COM$8.09M0.06%149,464New
68HOME DEPOT INC
HD · 437076102
COM$8.04M0.06%76,580-25.6%
69SHERWIN WILLIAMS CO
SHW · 824348106
COM$8.02M0.06%30,501New
70AGNICO EAGLE MINES LTD
AEM · 008474108
COM$7.94M0.06%318,791+56.8%
71VERIZON COMMUNICATIONS INC
VZ · 92343V104
COM$7.87M0.06%168,265-63.2%
72BARD C R INC
BCRUSD · 067383109
COM$7.85M0.06%47,138+138.2%
73BCE INC
BCE · 05534B760
COM NEW$7.75M0.06%168,400-28.7%
74
LABORATORY CORP AMER HLDGS
50540R409
COM NEW$7.56M0.06%70,036New
75VERISIGN INC
VRSN · 92343E102
COM$7.51M0.06%131,728-12.0%
76
E M C CORP MASS
268648102
COM$7.44M0.06%249,997-43.4%
77BED BATH & BEYOND INC
BBBY · 075896100
COM$7.41M0.06%97,274+183.4%
78ALLIANCE DATA SYSTEMS CORP
BFH · 018581108
COM$7.06M0.06%24,694+9.4%
79ROSS STORES INC
ROST · 778296103
COM$7.05M0.06%74,808New
80INTERPUBLIC GROUP COS INC
IPG · 460690100
COM$6.89M0.05%331,747New
81NVIDIA CORP
NVDA · 67066G104
COM$6.89M0.05%343,543+14.3%
82
RANDGOLD RES LTD
752344309
ADR$6.88M0.05%102,000+27.7%
83NETAPP INC
NTAP · 64110D104
COM$6.8M0.05%164,047+35.9%
84
JOY GLOBAL INC
481165108
COM$6.78M0.05%145,763New
85JOHNSON & JOHNSON
JNJ · 478160104
COM$6.72M0.05%64,293-43.2%
86PFIZER INC
PFE · 717081103
COM$6.58M0.05%211,208+91.3%
87
EXPRESS SCRIPTS HLDG CO
30219G108
COM$6.54M0.05%77,262-45.9%
88ELECTRONIC ARTS INC
EA · 285512109
COM$6.46M0.05%137,352-59.9%
89WAL-MART STORES INC
WMT · 931142103
COM$6.3M0.05%73,404New
90NUCOR CORP
NUE · 670346105
COM$6.21M0.05%126,550New
91CUMMINS INC
CMI · 231021106
COM$6.19M0.05%42,966New
92NOBLE CORP PLC
NE · G65431101
SHS USD$6.18M0.05%373,124New
93SYSCO CORP
SYY · 871829107
COM$6.07M0.05%152,875+390.3%
94BERKSHIRE HATHAWAY INC DEL
BRK/B · 084670702
CL B NEW$5.92M0.05%39,396New
95APACHE CORP
9990302D · 037411105
COM$5.83M0.05%93,000+33.2%
96SOUTHERN COPPER CORP
SCCO · 84265V105
COM$5.74M0.05%203,383-38.8%
97HESS CORP
HES · 42809H107
COM$5.46M0.04%74,000+19.5%
98PIONEER NAT RES CO
PXDEUR · 723787107
COM$5.45M0.04%36,600+43.0%
99COSTCO WHSL CORP NEW
COST · 22160K105
COM$5.42M0.04%38,250New
100CVS HEALTH CORP
CVS · 126650100
COM$5.34M0.04%55,411New
101YAMANA GOLD INC
YRI · 98462Y100
COM$5.27M0.04%1,310,900+52.3%
102BIOGEN IDEC INC
BIIB · 09062X103
COM$5.14M0.04%15,146-20.5%
103ACTIVISION BLIZZARD INC
ATVIEUR · 00507V109
COM$5.04M0.04%250,066-63.8%
104WEYERHAEUSER CO
WY · 962166104
COM$5.04M0.04%140,373-20.1%
105CHESAPEAKE ENERGY CORP
CPK · 165167107
COM$5.03M0.04%257,156-39.8%
106
MONSANTO CO NEW
61166W101
COM$4.92M0.04%41,199New
107
CA INC
12673P105
COM$4.88M0.04%160,097New
108TECK RESOURCES LTD
TECK · 878742204
CL B$4.86M0.04%354,400+139.3%
109REGENERON PHARMACEUTICALS
REGN · 75886F107
COM$4.84M0.04%11,800New
110F5 NETWORKS INC
FFIV · 315616102
COM$4.83M0.04%36,997-36.1%
111MARATHON OIL CORP
MRO* · 565849106
COM$4.75M0.04%167,800+30.6%
112LAM RESEARCH CORP
LRCX · 512807108
COM$4.73M0.04%59,620-49.1%
113PETROCHINA CO LTD
PC6A · 71646E100
SPONSORED ADR$4.7M0.04%42,397+11.6%
114
ELDORADO GOLD CORP NEW
284902103
COM$4.7M0.04%768,500-6.4%
115TYSON FOODS INC
TSN · 902494103
CL A$4.68M0.04%116,815New
116MCKESSON CORP
MCK · 58155Q103
COM$4.63M0.04%22,313-60.6%
117ROCKWELL AUTOMATION INC
ROK · 773903109
COM$4.63M0.04%41,620+438.1%
118TELUS CORP
TU · 87971M103
COM$4.62M0.04%127,600-32.8%
119PRUDENTIAL FINL INC
PRU · 744320102
COM$4.6M0.04%50,876New
120O REILLY AUTOMOTIVE INC NEW
ORLY · 67103H107
COM$4.44M0.04%23,039New
121ROYAL GOLD INC
RGLD · 780287108
COM$4.43M0.04%70,700+28.3%
122MONDELEZ INTL INC
MDLZ · 609207105
CL A$4.38M0.03%120,500New
123MACYS INC
M · 55616P104
COM$4.29M0.03%65,271+15.8%
124GENERAL MLS INC
GIS · 370334104
COM$4.28M0.03%80,281New
125NOBLE ENERGY INC
NE · 655044105
COM$4.26M0.03%89,752+39.0%
126VIACOM INC NEW
VIAB · 92553P201
CL B$4.2M0.03%55,788New
127
ST JUDE MED INC
790849103
COM$4.17M0.03%64,136New
128ROGERS COMMUNICATIONS INC
RCI · 775109200
CL B$4.16M0.03%106,700-32.1%
129
CAMERON INTERNATIONAL CORP
13342B105
COM$4.15M0.03%83,151New
130ILLINOIS TOOL WKS INC
ITW · 452308109
COM$4.12M0.03%43,460New
131ARCHER DANIELS MIDLAND CO
ADM · 039483102
COM$4.09M0.03%78,662New
132
PRICELINE GRP INC
741503403
COM NEW$3.95M0.03%3,460+188.3%
133ANALOG DEVICES INC
ADI · 032654105
COM$3.81M0.03%68,609New
134ADOBE SYS INC
ADBE · 00724F101
COM$3.8M0.03%52,252New
135L BRANDS INC
LBEUR · 501797104
COM$3.8M0.03%43,899New
136DAVITA HEALTHCARE PARTNERS I
DVA · 23918K108
COM$3.79M0.03%50,026-46.5%
137CENOVUS ENERGY INC
CVE · 15135U109
COM$3.78M0.03%182,700-31.3%
138INTUITIVE SURGICAL INC
ISRG · 46120E602
COM NEW$3.78M0.03%7,137-82.1%
139ANGLOGOLD ASHANTI LTD
AU · 035128206
SPONSORED ADR$3.75M0.03%430,600+20.8%
140TE CONNECTIVITY LTD
TEL · H84989104
REG SHS$3.72M0.03%58,759+631.1%
141GOLD FIELDS LTD NEW
GFI · 38059T106
SPONSORED ADR$3.71M0.03%817,800+11.3%
142COLGATE PALMOLIVE CO
CL · 194162103
COM$3.7M0.03%53,471New
143AFLAC INC
AFL · 001055102
COM$3.66M0.03%59,985New
144PACCAR INC
PCAR · 693718108
COM$3.66M0.03%53,752New
145TJX COS INC NEW
TJX · 872540109
COM$3.62M0.03%52,839-22.1%
146NATIONAL OILWELL VARCO INC
NOVEUR · 637071101
COM$3.61M0.03%55,108+183.8%
147KOHLS CORP
KSS · 500255104
COM$3.58M0.03%58,700New
148ACCENTURE PLC IRELAND
ACN · G1151C101
SHS CLASS A$3.58M0.03%40,100New
149QUEST DIAGNOSTICS INC
DGX · 74834L100
COM$3.56M0.03%53,126New
150APPLIED MATLS INC
AMAT · 038222105
COM$3.56M0.03%142,899-52.8%
151CONTINENTAL RESOURCES INC
CLRUSD · 212015101
COM$3.51M0.03%91,616+176.0%
152KINROSS GOLD CORP
KGC · 496902404
COM NO PAR$3.45M0.03%1,225,200-8.3%
153ALEXION PHARMACEUTICALS INC
ALXN · 015351109
COM$3.43M0.03%18,513New
154PAYCHEX INC
PAYX · 704326107
COM$3.42M0.03%73,972New
155ANTHEM INC
ELV · 036752103
COM$3.41M0.03%27,141New
156SANDISK CORP
SNDK · 80004C101
COM$3.3M0.03%33,700-67.8%
157CERNER CORP
CERNCHF · 156782104
COM$3.3M0.03%50,970+2.7%
158FLUOR CORP NEW
FLR · 343412102
COM$3.29M0.03%54,203New
159PROGRESSIVE CORP OHIO
PGR · 743315103
COM$3.27M0.03%121,151+290.2%
160ANNALY CAP MGMT INC
NLY · 035710409
COM$3.12M0.02%288,200New
161LINEAR TECHNOLOGY CORP
LINMF · 535678106
COM$3.08M0.02%67,493New
162
AETNA INC NEW
00817Y108
COM$3.07M0.02%34,519-55.9%
163PARKER HANNIFIN CORP
PH · 701094104
COM$2.99M0.02%23,163New
164QEP RES INC
QEP · 74733V100
COM$2.99M0.02%147,649New
165CABOT OIL & GAS CORP
CTRA · 127097103
COM$2.98M0.02%100,500+31.9%
166EMERSON ELEC CO
EMR · 291011104
COM$2.97M0.02%48,167New
167
MYLAN INC
628530107
COM$2.97M0.02%52,706New
168EQT CORP
EQT · 26884L109
COM$2.85M0.02%37,700+39.6%
169INTL PAPER CO
IP · 460146103
COM$2.85M0.02%53,254-43.1%
170LIBERTY INTERACTIVE CORP
LBRT · 53071M104
INT COM SER A$2.84M0.02%96,465+463.1%
171MARSH & MCLENNAN COS INC
MRSH · 571748102
COM$2.8M0.02%48,947New
172PHILLIPS 66
PSX · 718546104
COM$2.79M0.02%38,950+997.2%
173CIGNA CORPORATION
CI · 125509109
COM$2.78M0.02%26,981New
174CAMPBELL SOUP CO
CPB · 134429109
COM$2.68M0.02%60,800New
175AMERICAN EXPRESS CO
AXP · 025816109
COM$2.65M0.02%28,517-85.8%
176MEDTRONIC INC
MDT · 585055106
COM$2.65M0.02%36,632-72.3%
177
ENCANA CORP
292505104
COM$2.57M0.02%184,200-29.5%
178WELLS FARGO & CO NEW
WFC · 949746101
COM$2.57M0.02%46,881New
179WEATHERFORD INTL PLC
WFRD · G48833100
ORD SHS$2.53M0.02%221,155New
180CONCHO RES INC
CXOEUR · 20605P101
COM$2.48M0.02%24,833+68.9%
181LAS VEGAS SANDS CORP
LVS · 517834107
COM$2.4M0.02%41,265-81.0%
182FMC TECHNOLOGIES INC
FMC · 30249U101
COM$2.38M0.02%50,867New
183FASTENAL CO
FAST · 311900104
COM$2.37M0.02%49,902-62.7%
184NEW GOLD INC CDA
NGDN · 644535106
COM$2.36M0.02%547,900+23.4%
185PERRIGO CO PLC
PRGO · G97822103
SHS$2.32M0.02%13,900New
186UNITED TECHNOLOGIES CORP
UTXZ · 913017109
COM$2.32M0.02%20,209-87.2%
187CRESCENT PT ENERGY CORP
CRGY · 22576C101
COM$2.3M0.02%99,000New
188RANGE RES CORP
RRC · 75281A109
COM$2.22M0.02%41,600+41.5%
189MURPHY OIL CORP
MUR · 626717102
COM$2.19M0.02%43,400-46.1%
190JPMORGAN CHASE & CO
JPM · 46625H100
COM$2.11M0.02%33,742New
191
TESORO CORP
881609101
COM$2.09M0.02%28,040-82.4%
192
COACH INC
189754104
COM$2.08M0.02%55,485New
193RED HAT INC
RHT1EUR · 756577102
COM$2.03M0.02%29,367-69.9%
194ABBOTT LABS
ABT · 002824100
COM$2.03M0.02%45,000New
195C H ROBINSON WORLDWIDE INC
CHRW · 12541W209
COM NEW$2.02M0.02%27,026-78.6%
196DANAHER CORP DEL
DHR · 235851102
COM$2.02M0.02%23,603New
197
MEAD JOHNSON NUTRITION CO
582839106
COM$2.01M0.02%20,018+16.4%
198SOUTHERN CO
SO · 842587107
COM$1.96M0.02%40,000New
199MASTERCARD INC
MA · 57636Q104
CL A$1.95M0.02%22,677+1343.5%
200STANLEY BLACK & DECKER INC
SWK · 854502101
COM$1.92M0.02%20,000New
201HERSHEY CO
HSY · 427866108
COM$1.92M0.02%18,476New
202
CONSOL ENERGY INC
20854P109
COM$1.91M0.02%56,420+37.5%
203MOSAIC CO NEW
MOS · 61945C103
COM$1.89M0.02%41,300New
204BAXTER INTL INC
BAX · 071813109
COM$1.84M0.01%25,163-86.7%
205ALCOA INC
AA · 013817101
COM$1.84M0.01%116,700New
206PEPSICO INC
PEP · 713448108
COM$1.83M0.01%19,361-93.3%
207LINCOLN NATL CORP IND
LNC · 534187109
COM$1.82M0.01%31,492New
208
WHOLE FOODS MKT INC
966837106
COM$1.82M0.01%36,021-43.6%
209COCA COLA ENTERPRISES INC NE
KO · 19122T109
COM$1.77M0.01%40,076New
210PRAXAIR INC
PXGBX · 74005P104
COM$1.75M0.01%13,497New
211VARIAN MED SYS INC
VAREUR · 92220P105
COM$1.73M0.01%19,996-49.5%
212BANK AMER CORP
BAC · 060505104
COM$1.71M0.01%95,391New
213WALGREENS BOOTS ALLIANCE INC
WBA · 931427108
COM$1.7M0.01%22,260New
214WESTERN DIGITAL CORP
WDC · 958102105
COM$1.68M0.01%15,139+74.0%
215CAMECO CORP
CCJ · 13321L108
COM$1.59M0.01%96,500+35.2%
216
GOOGLE INC
38259P508
CL A$1.53M0.01%2,890+3.6%
217ROYAL CARIBBEAN CRUISES LTD
RCL · V7780T103
COM$1.5M0.01%18,200New
218NEXTERA ENERGY INC
NEE · 65339F101
COM$1.49M0.01%14,035New
219THERMO FISHER SCIENTIFIC INC
TMO · 883556102
COM$1.49M0.01%11,899New
220AMERICAN EAGLE OUTFITTERS NE
AEO · 02553E106
COM$1.49M0.01%107,300New
221BRINKER INTL INC
EAT · 109641100
COM$1.43M0.01%24,324New
222WILLIAMS SONOMA INC
WSM · 969904101
COM$1.43M0.01%18,853New
223
DOW CHEM CO
260543103
COM$1.42M0.01%31,188+103.7%
224TURQUOISE HILL RES LTD
TRQEUR · 900435108
COM$1.41M0.01%453,200+29.7%
225HONEYWELL INTL INC
HON · 438516106
COM$1.39M0.01%13,895-83.0%
226BECTON DICKINSON & CO
BDX · 075887109
COM$1.36M0.01%9,758+127.2%
227ORACLE CORP
ORCL · 68389X105
COM$1.34M0.01%29,832-95.3%
228HUMANA INC
HUM · 444859102
COM$1.29M0.01%9,011New
229STEEL DYNAMICS INC
STLD · 858119100
COM$1.29M0.01%65,254New
230MANPOWERGROUP INC
MAN · 56418H100
COM$1.28M0.01%18,748New
231ROBERT HALF INTL INC
RHI · 770323103
COM$1.26M0.01%21,645New
232GAP INC DEL
GAP · 364760108
COM$1.25M0.01%29,745-60.3%
233JABIL CIRCUIT INC
JBL · 466313103
COM$1.25M0.01%57,419-44.6%
234PROLOGIS INC
PLD · 74340W103
COM$1.24M0.01%28,745New
235PUBLIC STORAGE
PSA · 74460D109
COM$1.23M0.01%6,627New
236HUNT J B TRANS SVCS INC
JBHT · 445658107
COM$1.22M0.01%14,437New
237FOSSIL GROUP INC
FOSL · 34988V106
COM$1.18M0.01%10,692-78.8%
238BOSTON SCIENTIFIC CORP
BSX · 101137107
COM$1.18M0.01%89,184-27.8%
239LKQ CORP
LKQ · 501889208
COM$1.17M0.01%41,605New
240MERCK & CO INC NEW
MRK · 58933Y105
COM$1.17M0.01%20,541New
241HOST HOTELS & RESORTS INC
HST · 44107P104
COM$1.17M0.01%49,018New
242STRYKER CORP
SYK · 863667101
COM$1.12M0.01%11,841-12.7%
243ECOLAB INC
ECL · 278865100
COM$1.1M0.01%10,510New
244SCRIPPS NETWORKS INTERACT IN
SNI · 811065101
CL A COM$1.08M0.01%14,394New
245GAMESTOP CORP NEW
GME · 36467W109
CL A$1.08M0.01%32,000New
246MOTOROLA SOLUTIONS INC
MSI · 620076307
COM NEW$1.06M0.01%15,753-72.6%
247AVON PRODS INC
AVPUSD · 054303102
COM$1.05M0.01%112,140New
248HOLLYFRONTIER CORP
HFCUSD · 436106108
COM$1.05M0.01%28,026-71.5%
249KELLOGG CO
KEL · 487836108
COM$1.01M0.01%15,396-73.8%
250URBAN OUTFITTERS INC
URBN · 917047102
COM$996K0.01%28,341New
251AKAMAI TECHNOLOGIES INC
AKAM · 00971T101
COM$938K0.01%14,896-71.3%
252WASTE MGMT INC DEL
WM · 94106L109
COM$883K0.01%17,200New
253AMERICAN INTL GROUP INC
AIG · 026874784
COM NEW$851K0.01%15,200New
254
KRAFT FOODS GROUP INC
50076Q106
COM$848K0.01%13,539New
255MAXIM INTEGRATED PRODS INC
MXIM · 57772K101
COM$828K0.01%25,987-94.4%
256AMERISOURCEBERGEN CORP
COR · 03073E105
COM$792K0.01%8,784+66.1%
257CARNIVAL CORP
CCL · 143658300
PAIRED CTF$740K0.01%16,332New
258NORDSTROM INC
JWNUSD · 655664100
COM$718K0.01%9,043-66.6%
259FEDEX CORP
FDX · 31428X106
COM$711K0.01%4,095New
260CITIGROUP INC
C · 172967424
COM NEW$694K0.01%12,822New
261PAN AMERICAN SILVER CORP
PAAS · 697900108
COM$609K0.00%66,177+54.0%
262SYMANTEC CORP
SYMCEUR · 871503108
COM$599K0.00%23,333-93.0%
263US BANCORP DEL
USB · 902973304
COM NEW$575K0.00%12,784New
264MADISON SQUARE GARDEN CO
MSGS · 55826P100
CL A$570K0.00%7,578New
265SALESFORCE COM INC
CRM · 79466L302
COM$559K0.00%9,423New
266
SPECTRA ENERGY CORP
847560109
COM$538K0.00%14,825New
267PUBLIC SVC ENTERPRISE GROUP
PEG · 744573106
COM$474K0.00%11,453-75.4%
268PNC FINL SVCS GROUP INC
PNC · 693475105
COM$447K0.00%4,900New
269FORTUNE BRANDS HOME & SEC IN
FBIN · 34964C106
COM$443K0.00%9,780New
270PARTNERRE LTD
PREJF · G6852T105
COM$422K0.00%3,700New
271AMERICAN AIRLS GROUP INC
AAL · 02376R102
COM$408K0.00%7,600New
272COMERICA INC
CMA · 200340107
COM$377K0.00%8,048New
273BIO TECHNE CORP
TECH · 09073M104
COM$368K0.00%3,982New
274NORFOLK SOUTHERN CORP
NSC · 655844108
COM$361K0.00%3,293-80.6%
275MASCO CORP
MAS · 574599106
COM$355K0.00%14,101New
276CLOROX CO DEL
CLX · 189054109
COM$348K0.00%3,342New
277EATON CORP PLC
ETN · G29183103
SHS$338K0.00%4,980New
278CHARLES RIV LABS INTL INC
CRL · 159864107
COM$331K0.00%5,200New
279
ACE LTD
H0023R105
SHS$320K0.00%2,785New
280LILLY ELI & CO
LLY · 532457108
COM$320K0.00%4,639-90.4%
281AMC NETWORKS INC
AMCX · 00164V103
CL A$317K0.00%4,968New
282VISA INC
V · 92826C839
COM CL A$315K0.00%1,201-42.8%
283
LEVEL 3 COMMUNICATIONS INC
52729N308
COM NEW$296K0.00%6,000New
284LAUDER ESTEE COS INC
EL · 518439104
CL A$293K0.00%3,849New
285NASDAQ OMX GROUP INC
NDAQ · 631103108
COM$293K0.00%6,100New
286CIT GROUP INC
CITUSD · 125581801
COM NEW$282K0.00%5,900New
287BB&T CORP
BBTUSD · 054937107
COM$280K0.00%7,200New
288COLUMBIA SPORTSWEAR CO
COLM · 198516106
COM$274K0.00%6,146New
289UNITED CONTL HLDGS INC
UAL · 910047109
COM$268K0.00%4,000-89.0%
290WILEY JOHN & SONS INC
WLY · 968223206
CL A$267K0.00%4,499New
291KIRBY CORP
KEX · 497266106
COM$264K0.00%3,275New
292MEREDITH CORP
MDPUSD · 589433101
COM$260K0.00%4,780New
293
AOL INC
00184X105
COM$259K0.00%5,600New
294UNDER ARMOUR INC
UAA · 904311107
CL A$258K0.00%3,800New
295HANESBRANDS INC
HN9 · 410345102
COM$257K0.00%2,300New
296EXPEDIA INC DEL
EXPE · 30212P303
COM NEW$256K0.00%3,000New
297TEREX CORP NEW
TEX · 880779103
COM$256K0.00%9,200New
298
LINKEDIN CORP
53578A108
COM CL A$253K0.00%1,100-42.1%
299
DONNELLEY R R & SONS CO
257867101
COM$245K0.00%14,600New
300ALASKA AIR GROUP INC
ALK · 011659109
COM$239K0.00%4,000-35.3%
301ZIMMER HLDGS INC
ZBH · 98956P102
COM$230K0.00%2,028-70.1%
302SNAP ON INC
SNA · 833034101
COM$227K0.00%1,658New
303LEGGETT & PLATT INC
LEG · 524660107
COM$220K0.00%5,155New
304RPM INTL INC
RPM · 749685103
COM$219K0.00%4,328New
305NEWELL RUBBERMAID INC
NWL · 651229106
COM$217K0.00%5,700New
306FAIR ISAAC CORP
FICO · 303250104
COM$216K0.00%2,982New
307
CONVERGYS CORP
212485106
COM$211K0.00%10,344New
308
SUNTRUST BKS INC
867914103
COM$211K0.00%5,028New
309TOTAL SYS SVCS INC
TSS · 891906109
COM$210K0.00%6,182New
310INTERNATIONAL FLAVORS&FRAGRA
IFF · 459506101
COM$209K0.00%2,063New
311PTC INC
PTC · 69370C100
COM$209K0.00%5,715New
312
CYTEC INDS INC
232820100
COM$208K0.00%4,500-51.6%
313FORTINET INC
FTNT · 34959E109
COM$208K0.00%6,800New
314ALBEMARLE CORP
ALB · 012653101
COM$207K0.00%3,444-86.5%
315DELUXE CORP
DLX · 248019101
COM$207K0.00%3,322New
316GARTNER INC
IT · 366651107
COM$207K0.00%2,454New
317LULULEMON ATHLETICA INC
LULU · 550021109
COM$207K0.00%3,706New
318CABOT CORP
CBT · 127055101
COM$206K0.00%4,689New
319CELANESE CORP DEL
CE · 150870103
COM SER A$205K0.00%3,426-77.0%
320FIDELITY NATL INFORMATION SV
FIS · 31620M106
COM$205K0.00%3,300New
321
VALSPAR CORP
920355104
COM$205K0.00%2,366New
322ANSYS INC
AKX · 03662Q105
COM$202K0.00%2,461New
323COMMVAULT SYSTEMS INC
CVLT · 204166102
COM$202K0.00%3,900New
324NEWMARKET CORP
NEU · 651587107
COM$202K0.00%500New
325LYONDELLBASELL INDUSTRIES N
LYB · N53745100
SHS - A -$201K0.00%2,534New
326NUANCE COMMUNICATIONS INC
NUANEUR · 67020Y100
COM$198K0.00%13,907-74.2%
327KBR INC
KBR · 48242W106
COM$191K0.00%11,264New
328
AVX CORP NEW
002444107
COM$171K0.00%12,200New
329OASIS PETE INC NEW
OASEUR · 674215108
COM$165K0.00%10,000New
330
QLOGIC CORP
747277101
COM$159K0.00%11,917New
331VISHAY INTERTECHNOLOGY INC
VSH · 928298108
COM$158K0.00%11,133New
332
BROCADE COMMUNICATIONS SYS I
111621306
COM NEW$155K0.00%13,100-87.0%
333
POLYCOM INC
73172K104
COM$147K0.00%10,900New
334REGIONS FINL CORP NEW
RF · 7591EP100
COM$138K0.00%13,096New
335ON SEMICONDUCTOR CORP
ON · 682189105
COM$130K0.00%12,850New
Total filing value: $12.53B