| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | A O SMITH | 24,098 | 1,233 | 0.06% | ||
| 2 | BELMOND LTD | 636,771 | 7,705 | 0.36% | ||
| 3 | BRINKER INTL INC | 77,873 | 3,423 | 0.16% | ||
| 4 | CARLISLE COS INC | 184,329 | 19,614 | 0.91% | ||
| 5 | CARNIVAL CORP | 447,630 | 26,370 | 1.22% | ||
| 6 | CATERPILLAR INC | 645,167 | 59,846 | 2.78% | ||
| 7 | CENTURY ALUM CO | 1,714,144 | 21,752 | 1.01% | ||
| 8 | COLFAX CORP | 332,585 | 13,057 | 0.61% | ||
| 9 | CONSTELLATION BRANDS INC | 196,741 | 31,886 | 1.48% | ||
| 10 | CONTINENTAL RESOURE | 312,366 | 14,188 | 0.66% | ||
| 11 | COPA HOLDINGS SA | 14,548 | 1,633 | 0.08% | ||
| 12 | CSX CORP | 1,124,190 | 52,331 | 2.43% | ||
| 13 | D R HORTON INC | 483,063 | 16,091 | 0.75% | ||
| 14 | DELTA AIRLINES INC DEL | 674,952 | 31,021 | 1.44% | ||
| 15 | DIREXION SHS ETF TR | 1,027,556 | 6,638 | 0.31% | ||
| 16 | DOW CHEM CO | 881,480 | 56,009 | 2.60% | ||
| 17 | EXTENDED STAY AMER INC | 69,245 | 1,104 | 0.05% | ||
| 18 | FACEBOOK INC | 73,895 | 10,497 | 0.49% | ||
| 19 | FEDEX CORP | 116,589 | 22,752 | 1.06% | ||
| 20 | FLUOR CORP NEW | 722,936 | 38,041 | 1.77% | ||
| 21 | FOOT LOCKER INC | 380,236 | 28,445 | 1.32% | ||
| 22 | FREEPORT-MCMORAN INC | 1,004,300 | 13,417 | 0.62% | Call | |
| 23 | FREEPORT-MCMORAN INC | 6,389,782 | 85,367 | 3.96% | ||
| 24 | GAP | 402,927 | 9,787 | 0.45% | ||
| 25 | GOLAR LNG LTD | 224,771 | 6,278 | 0.29% | ||
| 26 | HARLEY DAVIDSON INC | 1,297,063 | 78,472 | 3.64% | ||
| 27 | HERC HLDGS INC | 398,049 | 19,461 | 0.90% | ||
| 28 | HESS CORP | 998,376 | 48,132 | 2.23% | ||
| 29 | INTL PAPER CO | 563,300 | 28,604 | 1.33% | ||
| 30 | JETBLUE AIRWAYS CORP | 25,519 | 526 | 0.02% | ||
| 31 | KANSAS CITY SOUTHERN | 127,801 | 10,960 | 0.51% | ||
| 32 | KATE SPADE & CO | 815,800 | 18,951 | 0.88% | ||
| 33 | LAS VEGAS SANDS CORP | 696,537 | 39,751 | 1.85% | ||
| 34 | LATAM AIRLS GROUP S A | 73,786 | 935 | 0.04% | ||
| 35 | LOUISIANA PAC CORP | 276,194 | 6,855 | 0.32% | ||
| 36 | Laredo Petroleum Inc | 2,955,195 | 43,146 | 2.00% | ||
| 37 | MARINEMAX INC COM | 1,513,742 | 32,773 | 1.52% | ||
| 38 | MICRON TECHNOLOGY INC | 767,002 | 22,166 | 1.03% | ||
| 39 | MICROSOFT CORP | 373,678 | 24,610 | 1.14% | ||
| 40 | MOHAWK INDS | 127,397 | 29,236 | 1.36% | ||
| 41 | MOLSON COORS BREWING CO | 203,536 | 19,480 | 0.90% | ||
| 42 | NEWFIELD EXPL CO | 570,636 | 21,062 | 0.98% | ||
| 43 | NEWMONT CORP | 1,208,479 | 39,831 | 1.85% | ||
| 44 | NIKE INC | 565,855 | 31,535 | 1.46% | ||
| 45 | NVR INC | 8,586 | 18,090 | 0.84% | ||
| 46 | NVR INC | 80,225 | 169,024 | 7.85% | ||
| 47 | OLIN CORP | 642,857 | 21,131 | 0.98% | ||
| 48 | PVH CORPORATION | 151,320 | 15,657 | 0.73% | ||
| 49 | RIO TINTO PLC | 130,850 | 5,323 | 0.25% | ||
| 50 | RIO TINTO PLC | 3,524,983 | 143,396 | 6.66% |
