| 1 |
VALE S A |
20,250,000 |
192,375 |
8.49% |
|
|
| 2 |
BANK AMER CORP |
7,510,000 |
177,161 |
7.82% |
|
|
| 3 |
CITIGROUPINC |
2,660,000 |
159,121 |
7.02% |
|
|
| 4 |
MORGAN STANLEY |
2,710,000 |
116,096 |
5.12% |
|
|
| 5 |
D R HORTON INC |
3,320,000 |
110,589 |
4.88% |
|
|
| 6 |
LENNAR |
2,130,000 |
109,035 |
4.81% |
|
|
| 7 |
TOLL BROTHERS INC |
2,950,000 |
106,524 |
4.70% |
|
|
| 8 |
GOLDMAN SACHS GROUP INC |
335,000 |
76,956 |
3.40% |
|
|
| 9 |
MICRON TECHNOLOGY INC |
2,630,000 |
76,007 |
3.35% |
|
|
| 10 |
WESTERN DIGITAL CORP |
880,000 |
72,626 |
3.20% |
|
|
| 11 |
FREEPORT-MCMORAN INC |
5,370,000 |
71,743 |
3.17% |
|
|
| 12 |
NVIDIA CORPORATION |
621,000 |
67,646 |
2.98% |
|
|
| 13 |
NETEASE INC |
238,000 |
67,592 |
2.98% |
|
|
| 14 |
PRUDENTIAL FINL INC |
603,000 |
64,328 |
2.84% |
|
|
| 15 |
LAM RESEARCH CORP |
495,000 |
63,538 |
2.80% |
|
|
| 16 |
TERADYNE INC |
1,770,000 |
55,047 |
2.43% |
|
|
| 17 |
KLA-TENCOR CORP |
560,000 |
53,239 |
2.35% |
|
|
| 18 |
JPMORGAN CHASE & CO |
570,000 |
50,069 |
2.21% |
|
|
| 19 |
SOUTHERN COPPER CORP |
1,270,000 |
45,580 |
2.01% |
|
|
| 20 |
CYRUSONE INC |
880,000 |
45,294 |
2.00% |
|
|
| 21 |
DIGITAL RLTY TR INC |
415,000 |
44,152 |
1.95% |
|
|
| 22 |
CORESITE RLTY CORP |
490,000 |
44,124 |
1.95% |
|
|
| 23 |
DUPONT FABROS TECHNOLOGY INC |
880,000 |
43,639 |
1.93% |
|
|
| 24 |
CHOICE HOTELS INTL NEW |
640,000 |
40,064 |
1.77% |
|
|
| 25 |
BANCO BRADESCO S A |
3,500,000 |
35,840 |
1.58% |
|
|
| 26 |
WESTROCK CO |
680,000 |
35,380 |
1.56% |
|
|
| 27 |
EQUINIX INC |
70,000 |
28,026 |
1.24% |
|
|
| 28 |
ANGLO AMERICAN PLC-SPONS ADR |
3,050,000 |
23,210 |
1.02% |
|
|
| 29 |
QTS RLTY TR INC |
440,000 |
21,450 |
0.95% |
|
|
| 30 |
NVR INC |
10,000 |
21,069 |
0.93% |
|
|
| 31 |
MICROCHIP TECHNOLOGY |
260,000 |
19,183 |
0.85% |
|
|
| 32 |
EXTENDED STAY AMER INC |
1,100,000 |
17,534 |
0.77% |
|
|
| 33 |
GEO GROUP INC NEW |
330,000 |
15,302 |
0.68% |
|
|
| 34 |
GRAND CANYON ED INC |
165,000 |
11,816 |
0.52% |
|
|
| 35 |
LA QUINTA HLDGS INC COM |
820,000 |
11,086 |
0.49% |
|
|
| 36 |
ITAU UNIBANCO HLDG SA |
830,000 |
10,018 |
0.44% |
|
|
| 37 |
PULTE GROUP INC |
370,000 |
8,714 |
0.38% |
|
|
| 38 |
TECH DATA CORP |
80,000 |
7,512 |
0.33% |
|
|
| 39 |
ANALOG DEVICES INC |
75,000 |
6,146 |
0.27% |
|
|
| 40 |
OCLARO INC |
600,000 |
5,892 |
0.26% |
|
|
| 41 |
FINISAR CORP |
190,000 |
5,195 |
0.23% |
|
|
| 42 |
SKECHERS U S A INC |
180,000 |
4,941 |
0.22% |
|
|
| 43 |
TRI POINTE HOMES INC COM |
350,000 |
4,389 |
0.19% |
|
|
| 44 |
CENTURY CMNTYS INC COM |
160,000 |
4,064 |
0.18% |
|
|
| 45 |
FABRINET SHS |
95,000 |
3,993 |
0.18% |
|
|
| 46 |
STAMPS COM INC COM NEW |
30,000 |
3,550 |
0.16% |
|
|
| 47 |
AMN HEALTHCARE SERVICES INC |
70,000 |
2,842 |
0.13% |
|
|
| 48 |
POTLATCHDELTIC CORPORATION |
53,000 |
2,422 |
0.11% |
|
|
| 49 |
APPLIED OPTOELECTRONICS INC COM |
40,000 |
2,246 |
0.10% |
|
|
| 50 |
NUTRI SYS INC NEW |
40,000 |
2,220 |
0.10% |
|
|
