| 1 |
GOLAR LNG LTD |
1,754,250 |
116,482 |
10.00% |
|
|
| 2 |
MONDELEZ INTL INC |
2,600,940 |
89,511 |
7.68% |
|
|
| 3 |
PEPSICO INC |
951,935 |
88,616 |
7.60% |
|
|
| 4 |
INTUIT |
1,004,790 |
88,070 |
7.56% |
|
|
| 5 |
FRESH MKT INC |
2,204,572 |
77,006 |
6.61% |
|
|
| 6 |
ST JOE CO |
3,848,616 |
76,703 |
6.58% |
|
|
| 7 |
VARIAN MED SYS INC |
867,020 |
69,466 |
5.96% |
|
|
| 8 |
YUM BRANDS INC |
829,760 |
59,726 |
5.13% |
|
|
| 9 |
BUNGE LIMITED |
643,811 |
54,228 |
4.65% |
|
|
| 10 |
DISNEY WALT CO |
600,860 |
53,495 |
4.59% |
|
|
| 11 |
UNITED PARCEL SERVICE INC |
543,529 |
53,423 |
4.58% |
|
|
| 12 |
AMGEN INC |
374,452 |
52,596 |
4.51% |
|
|
| 13 |
Patterson UTI Energy Inc Com |
1,539,559 |
50,082 |
4.30% |
|
|
| 14 |
LENNAR |
1,168,620 |
45,378 |
3.89% |
|
|
| 15 |
UBIQUITI NETWORKS INC |
1,196,310 |
44,898 |
3.85% |
|
|
| 16 |
STANLEY BLACK &DECKER INC |
504,225 |
44,770 |
3.84% |
|
|
| 17 |
MOSAIC CO NEW |
974,709 |
43,287 |
3.71% |
|
|
| 18 |
APACHE CORP |
330,310 |
31,006 |
2.66% |
|
|
| 19 |
TRANSOCEAN LTD |
785,470 |
25,111 |
2.15% |
|
|
| 20 |
LENNAR CORP |
47,150 |
1,512 |
0.13% |
|
|
