| 1 |
NVR INC |
237,061 |
302,331 |
12.10% |
|
|
| 2 |
The Ryland Group Inc (Acquired 10/1/15) |
4,371,966 |
168,583 |
6.74% |
|
|
| 3 |
UNITED CONTL HLDGS INC |
2,176,491 |
145,585 |
5.82% |
|
|
| 4 |
LOUISIANA PAC CORP |
8,313,271 |
137,668 |
5.51% |
|
|
| 5 |
DELTA AIRLINES INC DEL |
2,587,125 |
127,261 |
5.09% |
|
|
| 6 |
RALPH LAUREN CORP |
622,277 |
115,221 |
4.61% |
|
|
| 7 |
MACYS INC |
1,676,474 |
110,228 |
4.41% |
|
|
| 8 |
HARLEY DAVIDSON INC |
1,658,394 |
109,305 |
4.37% |
|
|
| 9 |
HANESBRANDS INC |
763,067 |
85,174 |
3.41% |
|
|
| 10 |
CARNIVAL CORP |
1,797,720 |
81,491 |
3.26% |
|
|
| 11 |
APPLE INC |
733,285 |
80,940 |
3.24% |
|
|
| 12 |
ALLIANCE RES PARTNER L P |
1,746,119 |
75,170 |
3.01% |
|
|
| 13 |
RYDER SYS INC |
686,570 |
63,748 |
2.55% |
|
|
| 14 |
PULTE GROUP INC |
2,887,410 |
61,964 |
2.48% |
|
|
| 15 |
FEDEX CORP |
344,913 |
59,898 |
2.40% |
|
|
| 16 |
TAKE-TWO INTERACTIVE SOFTWAR |
2,085,492 |
58,456 |
2.34% |
|
|
| 17 |
DSW INC CL A |
1,138,614 |
42,470 |
1.70% |
|
|
| 18 |
NXP SEMICONDUCTORS N V |
552,925 |
42,243 |
1.69% |
|
|
| 19 |
WEYERHAEUSER CO |
1,162,558 |
41,724 |
1.67% |
|
|
| 20 |
POTASH CORP SASK INC |
1,118,887 |
39,519 |
1.58% |
|
|
| 21 |
SWIFT TRANSN CO |
1,348,031 |
38,594 |
1.54% |
|
|
| 22 |
LOWES COS INC |
560,651 |
38,573 |
1.54% |
|
|
| 23 |
MARRIOTT INTL INC NEW |
491,742 |
38,371 |
1.54% |
|
|
| 24 |
SKECHERS U S A INC |
664,149 |
36,694 |
1.47% |
|
|
| 25 |
LENNAR |
688,640 |
30,858 |
1.23% |
|
|
| 26 |
CAESARSTONE LTD |
512,655 |
30,667 |
1.23% |
|
|
| 27 |
FLUOR CORP NEW |
493,379 |
29,914 |
1.20% |
|
|
| 28 |
UNIFI INC COM NEW |
912,424 |
27,126 |
1.09% |
|
|
| 29 |
BOEING CO |
190,614 |
24,776 |
0.99% |
|
|
| 30 |
BRUNSWICK CORP |
461,093 |
23,636 |
0.95% |
|
|
| 31 |
V F CORP |
295,792 |
22,155 |
0.89% |
|
|
| 32 |
FLEETCOR TECHNOLOGIES INC |
146,934 |
21,851 |
0.87% |
|
|
| 33 |
AMERICAN EXPRESS CO |
234,369 |
21,806 |
0.87% |
|
|
| 34 |
TOLL BROTHERS INC |
611,400 |
20,953 |
0.84% |
|
|
| 35 |
FORESIGHT ENERGY LP |
1,230,011 |
20,750 |
0.83% |
|
|
| 36 |
ACTIVISION BLIZZARD INC |
847,067 |
17,068 |
0.68% |
|
|
| 37 |
LA Z BOY INC COM |
527,315 |
14,153 |
0.57% |
|
|
| 38 |
SPDR SERIES TRUST |
284,779 |
9,717 |
0.39% |
|
|
| 39 |
MARINEMAX INC COM |
400,424 |
8,029 |
0.32% |
|
|
| 40 |
MADDEN STEVEN LTD COM |
232,882 |
7,413 |
0.30% |
|
|
| 41 |
UNION PAC CORP |
46,819 |
5,578 |
0.22% |
|
|
| 42 |
COSTCO WHSL CORP NEW |
39,316 |
5,573 |
0.22% |
|
|
| 43 |
MARATHON PETE CORP |
59,318 |
5,354 |
0.21% |
|
|
| 44 |
ARCBEST CORP COM |
111,017 |
5,148 |
0.21% |
|
|
| 45 |
WYNDHAM WORLDWIDE CORP |
57,589 |
4,939 |
0.20% |
|
|
| 46 |
KIRBY CORP |
58,421 |
4,717 |
0.19% |
|
|
| 47 |
CONSTELLATION BRANDS INC |
42,131 |
4,136 |
0.17% |
|
|
| 48 |
KROGER CO |
59,724 |
3,835 |
0.15% |
|
|
| 49 |
GEEKNET INC |
363,968 |
3,014 |
0.12% |
|
|
| 50 |
CHURCH & DWIGHT |
37,447 |
2,951 |
0.12% |
|
|
