| 1 |
AMERICAN AIRLS GROUP INC |
1,081,000 |
39,565 |
9.55% |
|
|
| 2 |
BOEING CO |
162,500 |
20,392 |
4.92% |
|
|
| 3 |
CHICAGO BRIDGE & IRON CO N V |
210,000 |
18,302 |
4.42% |
|
|
| 4 |
D R HORTON INC |
627,700 |
13,590 |
3.28% |
|
|
| 5 |
DELTA AIRLINES INC DEL |
1,125,700 |
39,006 |
9.41% |
|
|
| 6 |
EATON CORP PLC |
217,500 |
16,339 |
3.94% |
|
|
| 7 |
ESSENT GROUP LTD |
752,500 |
16,901 |
4.08% |
|
|
| 8 |
FLOWSERVE CORP |
232,800 |
18,238 |
4.40% |
|
|
| 9 |
FLUOR CORP NEW |
218,200 |
16,961 |
4.09% |
|
|
| 10 |
HOME DEPOT INC |
267,000 |
21,128 |
5.10% |
|
|
| 11 |
LENNAR |
364,800 |
14,453 |
3.49% |
|
|
| 12 |
LOCKHEED MARTIN CORP |
348,000 |
56,808 |
13.71% |
|
|
| 13 |
MASTERCARD INCORPORATED |
287,600 |
21,484 |
5.18% |
|
|
| 14 |
NVR INC |
6,100 |
6,997 |
1.69% |
|
|
| 15 |
PRECISION CASTPARTS |
67,000 |
16,935 |
4.09% |
|
|
| 16 |
SCHLUMBERGER LTD |
180,500 |
17,599 |
4.25% |
|
|
| 17 |
STARWOOD HOTELS & RESORTS WORLDWIDE INC COM |
226,700 |
18,045 |
4.35% |
|
|
| 18 |
TOLL BROTHERS INC |
318,000 |
11,416 |
2.75% |
|
|
| 19 |
UNION PAC CORP |
64,000 |
12,010 |
2.90% |
|
|
| 20 |
WHIRLPOOL CORP |
122,000 |
18,234 |
4.40% |
|
|
