Holding Performance

1%-0% 2%-1% 3%-2% 4%-3% 5%-4% 6%-5%

Top 25 Holdings	Portfolio Weight %	Shares Owned	Shares Change	Mkt Cap (Mil)	Total Ret YTD (Daily)
Fulton Financial Corp	2.30	5,094,899	0	59.61	18.73
Owens & Minor, Inc.	2.21	1,764,500	0	57.45	21.78
Diebold Incorporated	1.87	1,600,000	0	48.51	7.60
Hancock Holding Company	1.82	1,525,000	325,000	47.15	-8.45
Hill-Rom Holdings, Inc.	1.76	1,300,000	225,000	45.79	22.85
Patterson Companies, Inc.	1.69	1,150,000	350,000	43.75	12.39
BBCN Bancorp Inc	1.66	3,300,000	0	43.10	11.41
Flowers Foods, Inc.	1.65	1,300,000	-400,000	42.82	48.36
Harris Teeter Supermarkets Inc	1.65	1,000,000	-200,000	42.71	23.26
First Niagara Financial Group Inc	1.64	4,800,000	-3,200,000	42.53	26.36
Casey's General Stores, Inc.	1.62	722,452	197,452	42.12	14.50
Sonoco Products Company	1.58	1,175,000	0	41.11	19.95
Washington Federal Inc.	1.45	2,150,000	-250,000	37.63	3.08
Potlatch Corp.	1.41	800,000	-100,000	36.69	5.03
Brady Corporation Class A	1.38	1,065,667	90,667	35.73	-6.86
Kirby Corp.	1.33	450,000	0	34.56	30.36
KBR, Inc.	1.30	1,050,000	250,000	33.68	13.30
MKS Instruments, Inc.	1.26	1,200,000	0	32.64	9.39
Kaydon Corporation	1.26	1,275,000	-388,500	32.61	15.59
Kemper Corp	1.26	1,000,000	-463,258	32.61	13.15
Lincoln Electric Holdings, Inc.	1.20	575,000	-100,000	31.15	20.56
Bank of Hawaii Corporation	1.18	600,000	0	30.49	13.60
Dana Holding Corp	1.17	1,700,000	0	30.31	21.08
J&J Snack Foods Corp.	1.13	380,000	0	29.22	18.33
Diamondrock Hospitality Company	1.11	3,100,000	700,000	28.86	4.17