 |
Consumer Discretionary
36.25% | | | MNI |
McClatchy Co. (Cl A) |
2.20% |
| VCI |
Valassis Communications Inc. |
2.03% |
| SBGI |
Sinclair Broadcast Group Inc. (Cl A) |
2.00% |
| THO |
Thor Industries Inc. |
1.58% |
| KNOL |
Knology Inc. |
1.47% |
| SHOO |
Steven Madden Ltd. |
1.44% |
| DECK |
Deckers Outdoor Corp. |
1.42% |
| SBUX |
Starbucks Corp. |
1.41% |
| KMX |
CarMax Inc. |
1.40% |
| DW |
Drew Industries Inc. |
1.39% |
| FOSL |
Fossil Inc. |
1.38% |
| CVC |
Cablevision Systems Corp. |
1.37% |
| PBY |
Pep Boys-Manny Moe & Jack |
1.37% |
| LZB |
La-Z-Boy Inc. |
1.35% |
| SCI |
Service Corp. International |
1.34% |
| DDS |
Dillard's Inc. (Cl A) |
1.32% |
| PCLN |
priceline.com Inc. |
1.31% |
| PVH |
Phillips-Van Heusen Corp. |
1.27% |
| VIA.B |
Viacom Inc. (Cl B) |
1.27% |
| WMS |
WMS Industries Inc. |
1.26% |
| WRC |
Warnaco Group Inc. |
1.24% |
| TUP |
Tupperware Brands Corp. |
1.24% |
| AMZN |
Amazon.com Inc. |
1.21% |
| AM |
American Greetings Corp. |
1.09% |
| SMRT |
Stein Mart Inc. |
0.96% |
| FSYS |
Fuel Systems Solutions Inc. |
0.95% |
|
|
Consumer Staples
12.48% | | | BARE |
Bare Escentuals Inc. |
1.86% |
| SAM |
Boston Beer Co. (Cl A) |
1.48% |
| UVV |
Universal Corp. |
1.47% |
| BTI |
British American Tobacco PLC (ADS) |
1.40% |
| NTY |
NBTY Inc. |
1.39% |
| CCE |
Coca-Cola Enterprises Inc. |
1.35% |
| NUS |
Nu Skin Enterprises Inc. (Cl A) |
1.31% |
| WAG |
Walgreen Co. |
1.16% |
| CQB |
Chiquita Brands International Inc. |
1.06% |
|
|
Energy
5.45% | | | NFX |
Newfield Exploration Co. |
1.58% |
| BRY |
Berry Petroleum Co. (Cl A) |
1.33% |
| CNX |
Consol Energy Inc. |
1.32% |
| DO |
Diamond Offshore Drilling Inc. |
1.22% |
|
|
Financials
7.99% | | | CSH |
Cash America International Inc. |
1.52% |
| AFL |
AFLAC Inc. |
1.42% |
| GLRE |
Greenlight Capital Re Ltd. Cl A |
1.34% |
| PRU |
Prudential Financial Inc. |
1.28% |
| SF |
Stifel Financial Corp. |
1.24% |
| AGO |
Assured Guaranty Ltd. |
1.19% |
|
|
Health Care
12.14% | | | ISRG |
Intuitive Surgical Inc. |
1.60% |
| KCI |
Kinetic Concepts Inc. |
1.56% |
| CHSI |
Catalyst Health Solutions Inc. |
1.45% |
| CERN |
Cerner Corp. |
1.37% |
| CYH |
Community Health Systems Inc. |
1.36% |
| MD |
Mednax Inc. |
1.31% |
| MRX |
Medicis Pharmaceutical Corp. |
1.27% |
| CBM |
Cambrex Corp. |
1.17% |
| CPSI |
Computer Programs & Systems Inc. |
1.05% |
|
|
Industrials
4.69% | | | KBR |
KBR Inc. |
1.27% |
| GEO |
Geo Group Inc. |
1.22% |
| CSX |
CSX Corp. |
1.22% |
| CXW |
Corrections Corp. of America |
0.98% |
|
|
Information Technology
12.47% | | | KLIC |
Kulicke & Soffa Industries Inc. |
1.88% |
| UIS |
Unisys Corp. |
1.45% |
| RHT |
Red Hat Inc. |
1.36% |
| CTSH |
Cognizant Technology Solutions Corp. |
1.35% |
| WXS |
Wright Express Corp. |
1.33% |
| CRM |
Salesforce.com Inc. |
1.31% |
| AAPL |
Apple Inc. |
1.31% |
| EQIX |
Equinix Inc. |
1.31% |
| FDS |
FactSet Research Systems Inc. |
1.18% |
|
|
Materials
6.05% | | | NP |
Neenah Paper Inc. |
1.46% |
| MWV |
MeadWestvaco Corp. |
1.18% |
| SLW |
Silver Wheaton Corp. |
1.16% |
| RKT |
Rock-Tenn Co. (Cl A) |
1.14% |
| FCX |
Freeport-McMoRan Copper & Gold Inc. |
1.11% |
|
|
MUTUAL FUNDS
1.23% | | | GF |
New Germany Fund Inc. |
1.23% |
|
|
N.A.
1.26% | | | CEE |
Central Europe & Russia Fund Inc. |
1.26% |
|
