| 1 |
TECK RESOURCES |
12,038,345 |
241,128 |
12.74% |
|
|
| 2 |
RIO TINTO PLC ADR |
4,285,863 |
164,834 |
8.71% |
|
|
| 3 |
NVR, Inc. |
95,986 |
160,201 |
8.46% |
|
|
| 4 |
FREEPORT MCMORAN INC |
10,940,011 |
144,299 |
7.62% |
|
|
| 5 |
UNITED STATES STL CORP N |
2,121,714 |
70,038 |
3.70% |
|
|
| 6 |
SWIFT TRANSN CO |
2,794,587 |
68,076 |
3.60% |
|
|
| 7 |
HESS CORP |
1,077,284 |
67,104 |
3.55% |
|
|
| 8 |
Harley-Davidson, Inc. |
1,070,198 |
62,435 |
3.30% |
|
|
| 9 |
NEWMONT MINING CORP |
1,822,229 |
62,083 |
3.28% |
|
|
| 10 |
TAKE-TWO INTERACTIVE SOFTWAR |
1,035,868 |
51,058 |
2.70% |
|
|
| 11 |
TRINSEO S A |
828,353 |
49,121 |
2.60% |
|
|
| 12 |
TRINITY INDUSTRIES INC |
1,700,014 |
47,192 |
2.49% |
|
|
| 13 |
DOW CHEMICAL CO |
791,674 |
45,300 |
2.39% |
|
|
| 14 |
CATERPILLAR INC |
452,937 |
42,005 |
2.22% |
|
|
| 15 |
UNIFI INC |
1,189,197 |
38,803 |
2.05% |
|
|
| 16 |
FOOT LOCKER INC |
540,852 |
38,341 |
2.03% |
|
|
| 17 |
TEXTRON INC |
783,005 |
38,023 |
2.01% |
|
|
| 18 |
Fluor Corporation |
597,115 |
31,360 |
1.66% |
|
|
| 19 |
FEDEX CORP |
160,298 |
29,847 |
1.58% |
|
|
| 20 |
CARNIVAL CORP COMMON PAIRED STOCK |
571,825 |
29,769 |
1.57% |
|
|
| 21 |
CSX CORP |
819,151 |
29,432 |
1.55% |
|
|
| 22 |
MARINEMAX INC |
1,509,954 |
29,218 |
1.54% |
|
|
| 23 |
SUMMIT MATLS INC |
1,046,285 |
24,891 |
1.32% |
|
|
| 24 |
MOLSON COORS BREWING CO |
247,494 |
24,084 |
1.27% |
|
|
| 25 |
SUNCOR ENERGY INC NEW |
711,234 |
23,346 |
1.23% |
|
|
| 26 |
DELTA AIR LINES INC |
473,867 |
23,310 |
1.23% |
|
|
| 27 |
FREEPORT MCMORAN INC |
1,730,500 |
22,825 |
1.21% |
Call |
|
| 28 |
MOHAWK INDUSTRIES INC |
113,464 |
22,656 |
1.20% |
|
|
| 29 |
EOG RESOURCES INC |
203,999 |
20,624 |
1.09% |
|
|
| 30 |
NIKE INC CL B |
403,742 |
20,522 |
1.08% |
|
|
| 31 |
Laredo Petroleum Holdings, Inc |
1,208,280 |
17,085 |
0.90% |
|
|
| 32 |
NVR, Inc. |
8,586 |
14,330 |
0.76% |
|
|
| 33 |
MICROSOFT CORP |
217,205 |
13,497 |
0.71% |
|
|
| 34 |
DEVON ENERGY CORP |
289,789 |
13,235 |
0.70% |
|
|
| 35 |
CONTINENTAL RESOURCES INC |
185,642 |
9,568 |
0.51% |
|
|
| 36 |
COLFAX CORP |
255,313 |
9,173 |
0.48% |
|
|
| 37 |
SCORPIO BULKERS INC |
1,467,500 |
7,411 |
0.39% |
|
|
| 38 |
RPM INTERNATIONAL INC |
137,269 |
7,389 |
0.39% |
|
|
| 39 |
HERC HLDGS INC |
165,850 |
6,661 |
0.35% |
|
|
| 40 |
Kate Spade & Co |
341,244 |
6,371 |
0.34% |
|
|
| 41 |
VALE S A |
817,103 |
6,226 |
0.33% |
|
|
| 42 |
CENTURY ALUMINUM COMPANY |
704,000 |
6,026 |
0.32% |
|
|
| 43 |
BELMOND LTD CLASS A |
448,315 |
5,985 |
0.32% |
|
|
| 44 |
NEWFIELD EXPLORATION CO |
147,322 |
5,967 |
0.32% |
|
|
| 45 |
DIREXION SHS ETF TR |
1,064,658 |
5,941 |
0.31% |
|
|
| 46 |
RIO TINTO PLC ADR |
130,850 |
5,032 |
0.27% |
|
|
| 47 |
ARCH COAL INC |
64,060 |
5,000 |
0.26% |
|
|
| 48 |
ALLIANCE RES PARTNER L P |
178,012 |
3,996 |
0.21% |
|
|
| 49 |
SOUTHWEST AIRLINES CO |
75,260 |
3,751 |
0.20% |
|
|
| 50 |
FACEBOOK INC CL A |
27,727 |
3,190 |
0.17% |
|
|
