| 1 |
FIFTH THIRD BANCORP |
1,145,500 |
20,149 |
1.46% |
|
|
| 2 |
CISCO SYS INC |
1,092,350 |
31,340 |
2.27% |
|
|
| 3 |
DONALDSON INC |
896,500 |
30,804 |
2.23% |
|
|
| 4 |
V F CORP |
641,800 |
39,464 |
2.85% |
|
|
| 5 |
PNC Financial Services Group Warrants Exp 12/31/18 |
635,901 |
11,077 |
0.80% |
|
|
| 6 |
JOHNSON CTLS INTL PLC |
602,100 |
26,649 |
1.93% |
|
|
| 7 |
EMERSON ELEC CO |
587,500 |
30,644 |
2.22% |
|
|
| 8 |
DISCOVERY COMMUNICATNS NEW |
567,000 |
14,305 |
1.03% |
|
|
| 9 |
HALLIBURTON CO |
535,950 |
24,273 |
1.76% |
|
|
| 10 |
ST JUDE MED INC |
535,000 |
41,730 |
3.02% |
|
|
| 11 |
OMNICOM GROUP INC |
520,000 |
42,375 |
3.06% |
|
|
| 12 |
MICROCHIP TECHNOLOGY |
497,000 |
25,228 |
1.82% |
|
|
| 13 |
SCHLUMBERGER LTD |
496,575 |
39,269 |
2.84% |
|
|
| 14 |
LOWES COS INC |
489,200 |
38,730 |
2.80% |
|
|
| 15 |
BANK NEW YORK MELLON CORP |
480,400 |
18,664 |
1.35% |
|
|
| 16 |
MEDTRONIC PLC |
471,124 |
40,879 |
2.96% |
|
|
| 17 |
UNICO AMERN CORP |
469,945 |
5,198 |
0.38% |
|
|
| 18 |
US BANCORP DEL |
454,100 |
18,314 |
1.32% |
|
|
| 19 |
POLARIS INDS INC |
447,800 |
36,612 |
2.65% |
|
|
| 20 |
COLFAX CORP |
447,000 |
11,828 |
0.86% |
|
|
| 21 |
BB&T CORP |
426,500 |
15,188 |
1.10% |
|
|
| 22 |
Exxon Mobil Corp |
383,464 |
35,946 |
2.60% |
|
|
| 23 |
UNITED PARCEL SERVICE INC |
367,250 |
39,560 |
2.86% |
|
|
| 24 |
WILLIAMS SONOMA INC |
351,600 |
18,329 |
1.33% |
|
|
| 25 |
TJX COS INC NEW |
351,600 |
27,154 |
1.96% |
|
|
| 26 |
ROSS STORES INC |
341,220 |
19,344 |
1.40% |
|
|
| 27 |
Arris Group Inc |
340,000 |
7,126 |
0.52% |
|
|
| 28 |
Praxair Inc |
302,700 |
34,020 |
2.46% |
|
|
| 29 |
COPART INC |
270,000 |
13,233 |
0.96% |
|
|
| 30 |
DIAGEO P L C |
269,000 |
30,365 |
2.20% |
|
|
| 31 |
MSC INDL DIRECT INC |
265,500 |
18,734 |
1.35% |
|
|
| 32 |
PULTE GROUP INC |
263,000 |
5,126 |
0.37% |
|
|
| 33 |
DOVER CORP |
260,500 |
18,058 |
1.31% |
|
|
| 34 |
PLATFORM SPECIALTY PRODS COR |
256,000 |
2,273 |
0.16% |
|
|
| 35 |
NORFOLK SOUTHERN CORP |
254,100 |
21,632 |
1.56% |
|
|
| 36 |
WESTERN UN CO |
254,000 |
4,872 |
0.35% |
|
|
| 37 |
KRAFT HEINZ CO |
250,000 |
22,120 |
1.60% |
|
|
| 38 |
AMETEK INC NEW |
232,600 |
10,753 |
0.78% |
|
|
| 39 |
HERSHEY CO |
227,700 |
25,842 |
1.87% |
|
|
| 40 |
AMGEN INC |
222,750 |
33,891 |
2.45% |
|
|
| 41 |
CHUBB LIMITED |
212,600 |
27,789 |
2.01% |
|
|
| 42 |
EXPEDITORS INTL WASH INC |
200,000 |
9,808 |
0.71% |
|
|
| 43 |
CERNER CORP |
195,000 |
11,427 |
0.83% |
|
|
| 44 |
NOBLE ENERGY INC |
193,740 |
6,949 |
0.50% |
|
|
| 45 |
COGNIZANT TECHNOLOGY SOLUTIO |
192,650 |
11,027 |
0.80% |
|
|
| 46 |
PNC FINL SVCS GROUP INC |
168,900 |
13,747 |
0.99% |
|
|
| 47 |
3M CO |
168,700 |
29,543 |
2.14% |
|
|
| 48 |
GRACO INC |
167,150 |
13,203 |
0.95% |
|
|
| 49 |
INTERXION HOLDING N.V |
167,000 |
6,159 |
0.45% |
|
|
| 50 |
ANSYS |
163,150 |
14,806 |
1.07% |
|
|
