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)
Intuitive Surgical, Inc.	0.59	405,466	-7,650	106.33	10.60
Discover Financial Services	0.51	5,753,459	693,381	93.38	-6.19
Hartford Financial Services Group, Inc.	0.51	3,485,784	57,630	92.37	9.16
Marvell Technology Group, Ltd.	0.50	5,628,843	141,122	91.13	-10.17
HCP, Inc.	0.49	3,114,567	242,537	89.51	-3.08
Bunge, Ltd.	0.49	1,419,623	137,583	88.88	-3.82
Cameron International Corporation	0.48	2,324,056	37,804	87.90	-5.26
Consol Energy, Inc.	0.48	1,934,904	31,464	87.28	0.56
Western Digital Corporation	0.48	2,387,463	41,028	87.21	-8.34
Life Technologies Corp	0.48	1,870,932	43,461	87.09	-3.29
Rockwell Collins, Inc.	0.47	1,696,440	29,891	86.18	-0.87
Computer Sciences Corporation	0.47	1,622,794	25,845	85.54	-7.77
Range Resources Corporation	0.46	1,676,823	30,246	82.77	-2.19
Lincoln National Corp.	0.45	3,171,537	50,506	82.17	5.23
Fifth Third Bancorp	0.45	8,089,936	465,613	81.95	28.00
Fiserv, Inc.	0.44	1,666,673	-21,416	80.33	-4.29
NRG Energy, Inc.	0.44	2,841,410	351,349	80.10	-0.21
Seagate Technology	0.44	5,264,147	95,409	80.07	2.14
Dr Pepper Snapple Group, Inc.	0.43	2,719,195	45,160	78.18	-0.85
Petrohawk Energy Corporation	0.43	3,222,228	329,428	78.01	0.67
El Paso Corporation	0.43	7,508,774	145,527	77.49	8.04
Dover Corporation	0.42	1,992,498	31,734	77.23	6.51
Hospira, Inc.	0.42	1,718,929	39,052	76.66	0.98
Unum Group	0.42	3,548,336	57,655	76.08	6.31
Citrix Systems, Inc.	0.42	1,938,351	23,600	76.04	1.78