| 1 |
TENARIS SA ADR |
1,911,662 |
54,291 |
15.62% |
|
|
| 2 |
DOLLAR GENERAL CORP |
601,864 |
42,124 |
12.12% |
|
|
| 3 |
FMC CORP |
767,926 |
37,122 |
10.68% |
|
|
| 4 |
AMERISOURCEBERGEN CORP |
437,300 |
35,325 |
10.16% |
|
|
| 5 |
CHARTER COMMUNICATIONS INC CL A |
130,357 |
35,192 |
10.13% |
|
|
| 6 |
NOMAD HLDGS LTD USD |
2,356,870 |
27,858 |
8.02% |
|
|
| 7 |
OPEN TEXT CORP |
385,270 |
24,989 |
7.19% |
|
|
| 8 |
Harman Intl Inds Inc |
289,100 |
24,414 |
7.02% |
|
|
| 9 |
MONSANTO CO |
236,800 |
24,201 |
6.96% |
|
|
| 10 |
POTASH CORP OF SASKATCHEWAN INC |
1,156,584 |
18,875 |
5.43% |
|
|
| 11 |
CORE LABORATORIES |
137,810 |
15,480 |
4.45% |
|
|
| 12 |
PGT INNOVATIONS INC |
721,589 |
7,699 |
2.22% |
|
|