| 1 |
WYNDHAM WORLDWIDE CORP |
580,000 |
52,473 |
1.44% |
|
|
| 2 |
WHIRLPOOL CORP |
742,000 |
149,929 |
4.10% |
|
|
| 3 |
VISA INC |
420,000 |
27,472 |
0.75% |
|
|
| 4 |
V F CORP |
340,000 |
25,605 |
0.70% |
|
|
| 5 |
UNITED RENTALS INC |
340,000 |
30,994 |
0.85% |
|
|
| 6 |
The Ryland Group Inc (Acquired 10/1/15) |
440,000 |
21,446 |
0.59% |
|
|
| 7 |
TRI POINTE HOMES INC COM |
1,670,000 |
25,768 |
0.70% |
|
|
| 8 |
TOLL BROTHERS INC |
6,300,000 |
247,842 |
6.78% |
|
|
| 9 |
TAYLOR MORRISON HOME CORP CL A |
500,000 |
10,425 |
0.29% |
|
|
| 10 |
Santander Consumer USA Holdings Inc |
1,655,000 |
38,297 |
1.05% |
|
|
| 11 |
STARWOOD HOTELS & RESORTS WORLDWIDE INC COM |
785,000 |
65,548 |
1.79% |
|
|
| 12 |
SPRINGLEAF HLDGS INC |
610,000 |
31,580 |
0.86% |
|
|
| 13 |
SKYWORKS SOLUTIONS INC |
675,000 |
66,346 |
1.81% |
|
|
| 14 |
SKECHERS U S A INC |
110,000 |
7,910 |
0.22% |
|
|
| 15 |
SIGNET JEWELERS LIMITED |
50,000 |
6,940 |
0.19% |
|
|
| 16 |
RYMAN HOSPITALITY PPTYS INC |
875,100 |
53,302 |
1.46% |
|
|
| 17 |
RLJ LODGING TR COM |
1,494,000 |
46,777 |
1.28% |
|
|
| 18 |
QORVO INC |
250,000 |
19,925 |
0.54% |
|
|
| 19 |
PVH CORPORATION |
225,000 |
23,976 |
0.66% |
|
|
| 20 |
PULTE GROUP INC |
1,220,000 |
27,121 |
0.74% |
|
|
| 21 |
PRICELINE GRP INC |
20,300 |
23,632 |
0.65% |
|
|
| 22 |
POLARIS INDS INC |
644,000 |
90,868 |
2.49% |
|
|
| 23 |
PEBBLEBROOK HOTEL TR |
515,000 |
23,984 |
0.66% |
|
|
| 24 |
New Home Company Inc (The) |
59,000 |
941 |
0.03% |
|
|
| 25 |
NXP SEMICONDUCTORS N V |
380,000 |
38,137 |
1.04% |
|
|
| 26 |
NVR INC |
18,000 |
23,916 |
0.65% |
|
|
| 27 |
NORWEGIAN CRUISE LINE HLDG L |
610,000 |
32,946 |
0.90% |
|
|
| 28 |
Marcus & Millichap Inc Com |
609,000 |
22,825 |
0.62% |
|
|
| 29 |
MORGAN STANLEY |
6,580,000 |
234,840 |
6.42% |
|
|
| 30 |
MERITAGE HOMES CORP COM |
350,000 |
17,024 |
0.47% |
|
|
| 31 |
MASTERCARD INCORPORATED |
260,000 |
22,461 |
0.61% |
|
|
| 32 |
MARTIN MARIETTA MATLS INC |
280,000 |
39,144 |
1.07% |
|
|
| 33 |
MARRIOTT INTL INC NEW |
1,035,000 |
83,131 |
2.27% |
|
|
| 34 |
MARINEMAX INC COM |
200,000 |
5,302 |
0.15% |
|
|
| 35 |
LYON WILLIAM HOMES CL A NEW |
851,000 |
21,973 |
0.60% |
|
|
| 36 |
LOWES COS INC |
180,000 |
13,390 |
0.37% |
|
|
| 37 |
LL FLOORING HOLDINGS INC COM |
300,000 |
9,234 |
0.25% |
|
|
| 38 |
LENNAR |
6,780,000 |
351,272 |
9.61% |
|
|
| 39 |
LAZARD LTD |
830,000 |
43,650 |
1.19% |
|
|
| 40 |
LA QUINTA HLDGS INC COM |
650,000 |
15,392 |
0.42% |
|
|
| 41 |
JONES LANG LASALLE |
680,000 |
115,872 |
3.17% |
|
|
| 42 |
HYATT HOTELS CORP COM CL A |
480,000 |
28,426 |
0.78% |
|
|
| 43 |
HOME DEPOT INC |
810,000 |
92,024 |
2.52% |
|
|
| 44 |
HILTON WORLDWIDE |
2,250,000 |
66,645 |
1.82% |
|
|
| 45 |
HFF INC |
350,000 |
13,139 |
0.36% |
|
|
| 46 |
HANESBRANDS INC |
280,000 |
9,383 |
0.26% |
|
|
| 47 |
GENERAL MTRS CO |
3,185,000 |
119,438 |
3.27% |
|
|
| 48 |
G-III APPAREL GROUP LTD |
85,000 |
9,575 |
0.26% |
|
|
| 49 |
FORD MTR CO DEL |
5,830,000 |
94,096 |
2.57% |
|
|
| 50 |
FIAT CHRYSLER AUTOMOBILES N |
6,380,000 |
104,058 |
2.85% |
|
|
