Disposed Holdings:
Melco Crown Entertainment
Bank of America
Southwest Airlines
MakeMyTrip.com
Transocean
Tenaris SA
Ctrip Com
Credicorp
Boston Scientific
Pfizer
Wells Fargo
Patterson-Uti Energy
Symantic
Lowe S Cos Inc
Raymond James Financial Inc
Cablevision Systems
Cigna Corp
Freeport - Memran Copper Gold Inc
Adobe Systems
Medtronic Inc
Walt Disney Co
Metlife Inc
Texas Instruments Inc
Thomas Reuters Corp
Wellpoint Inc
Express Scripts Inc
Pnc Financial Services Group
Whiting Petroleum Corp
Greif Inc
Northrop Grumman Corp
Illumina Inc
Occidental Petroleum Corp
Eastman Chemical Co
Boeing Co
Devon Energy Corp
M.T. Bank Corp
Walter Energy Inc
Eog Resources Inc
Blackrock Inc
Goldman Sachs Group
F5 Networks Inc
Reduce Holdings:
JP Morgan Chase
Broadcom Corp
General Electric Co
Progessive Corp
Microsoft Corp
Intel Corp
Starbucks Corp
Williams Cos Inc
AT&T Inc
Wal-Mart Store
Comcast Corp
Yum Brands Inc
Cvs Caremark Corp
General Dynamics Corp
Oracle Corp
Procter and Gamble Corp
Alexion Pharmaceuticals Inc
Spectra Energy Corp
Conocophillips
MacDonalds Corp
Schlumberger Ltd
Chubb Corp
IBM Corp
CBS Corp
3M Co
Altria Group Inc
Ball Corp
EQT Corp
Norfolk Southern Corp
Union Pacific Corp
Philip Morris International
Dr Pepper Snapple Group
Viacom Inc
Pepsico Inc
Coca-Cola Co
Caterpillar Inc
DirecTV
Monsanto Co
US Bancorp
National Oilwell Varco Inc
Mckesson Corp
Ebay Inc
Verizon Communications Inc
Apple Inc
MSCI Inc
Time Warner Cable Inc
UPS Inc
VMWare Inc
Exxon Mobil Corp
Berkshire Hathaway Inc
Increase Holdings:
Bruker Corp
Suntrust Banks
Nasdaq Omx Group
American Express
Celanese Corp
Danaher Corp
Honeywell International Inc
Qualcomm Inc
Apache Corp
Mastercard Inc
Google Inc
Amazon Group
New Holdings:
Seadrill
Pharmathene
Charles Schwab Corp
Patriot Coal Corp
Cisco Systems
Merck Co
Aetna Inc
Amerigroup Corp
Unitedheatlh Group
Verifone Holdings
American Electric Power Co
Edison International
Starwood Hotels Resort Worldwide
Peabody Energy Corp
Haliburton Co
Cimarex Energy Co
Watson Pharmaceuticals Inc
Citrix Systems Inc
Link
