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)
Marvell Technology Group, Ltd.	1.12	2,467,819	-76,800	39.95	-10.17
Western Digital Corporation	1.11	1,083,400	-225,100	39.58	-8.34
AmerisourceBergen Corporation	1.07	1,704,204	-25,100	38.14	9.51
NRG Energy, Inc.	1.06	1,337,100	433,400	37.69	-0.21
Dr Pepper Snapple Group, Inc.	1.05	1,299,008	99,900	37.35	-0.85
Priceline.com, Inc.	1.05	224,200	-12,700	37.18	-6.41
Cooper Industries, Ltd.	1.04	987,900	-7,200	37.12	4.57
Unum Group	1.04	1,724,135	-196,265	36.97	6.31
Goodrich Corporation	1.03	671,676	-7,700	36.50	0.84
Owens-Illinois, Inc.	1.01	977,000	0	36.05	-14.45
Whirlpool Corporation	0.99	505,711	-38,189	35.38	1.95
ENSCO International, Inc.	0.96	803,609	0	34.19	3.73
Sybase Inc.	0.93	853,585	15,900	33.20	-3.66
Dollar Tree Stores, Inc.	0.92	671,747	10,000	32.70	5.38
Hewitt Associates, Inc.	0.90	875,623	3,800	31.90	-7.90
Eastman Chemical Company	0.90	594,728	0	31.84	-1.05
Lincare Holdings Inc.	0.88	1,003,471	-12,700	31.36	2.52
Xilinx, Inc.	0.88	1,334,812	79,000	31.26	-3.15
Skyworks Solutions, Inc.	0.88	2,356,616	-484,100	31.20	-3.59
Computer Sciences Corporation	0.87	589,692	294,100	31.08	-7.77
Sohu.com, Inc.	0.86	444,186	0	30.55	-10.68
Avnet, Inc.	0.85	1,159,500	0	30.11	-9.25
H & R Block, Inc.	0.85	1,636,150	-42,500	30.07	-4.11
Celanese Corporation	0.84	1,202,100	9,500	30.05	-2.09
Helmerich & Payne, Inc.	0.84	753,542	-39,000	29.79	8.50