| 1 |
VALE S A |
695,103 |
6,603 |
0.31% |
|
|
| 2 |
UNITED STATES STL CORP NEW |
1,841,314 |
62,255 |
2.89% |
|
|
| 3 |
UNITED CONTL HLDGS INC |
44,996 |
3,179 |
0.15% |
|
|
| 4 |
UNION PAC CORP |
934,178 |
98,948 |
4.59% |
|
|
| 5 |
UNIFI INC COM NEW |
1,235,297 |
35,070 |
1.63% |
|
|
| 6 |
U S SILICA HLDGS INC |
290,701 |
13,951 |
0.65% |
|
|
| 7 |
TRINITY INDS INC |
2,016,708 |
53,544 |
2.49% |
|
|
| 8 |
TECK RESOURCES LTD |
10,190,646 |
223,175 |
10.36% |
|
|
| 9 |
TASEKO MINES LTD |
2,280,000 |
3,010 |
0.14% |
|
|
| 10 |
TAKE-TWO INTERACTIVE SOFTWAR |
963,118 |
57,084 |
2.65% |
|
|
| 11 |
SWIFT TRANSN CO |
2,727,868 |
56,030 |
2.60% |
|
|
| 12 |
SUNCOR ENERGY INC NEW |
50,000 |
1,538 |
0.07% |
|
|
| 13 |
SUMMIT MATLS INC CL A |
1,141,200 |
28,199 |
1.31% |
|
|
| 14 |
STAR BULK CARRIERS CORP |
558,800 |
6,639 |
0.31% |
|
|
| 15 |
SOUTHWEST AIRLS CO |
156,206 |
8,398 |
0.39% |
|
|
| 16 |
SCORPIO TANKERS INC |
3,162,500 |
14,042 |
0.65% |
|
|
| 17 |
SCORPIO BULKERS INC COM |
1,367,921 |
12,585 |
0.58% |
|
|
| 18 |
RPC INC |
100,000 |
1,831 |
0.09% |
|
|
| 19 |
RIO TINTO PLC |
3,524,983 |
143,396 |
6.66% |
|
|
| 20 |
RIO TINTO PLC |
130,850 |
5,323 |
0.25% |
|
|
| 21 |
PVH CORPORATION |
151,320 |
15,657 |
0.73% |
|
|
| 22 |
OLIN CORP |
642,857 |
21,131 |
0.98% |
|
|
| 23 |
NVR INC |
8,586 |
18,090 |
0.84% |
|
|
| 24 |
NVR INC |
80,225 |
169,024 |
7.85% |
|
|
| 25 |
NIKE INC |
565,855 |
31,535 |
1.46% |
|
|
| 26 |
NEWMONT CORP |
1,208,479 |
39,831 |
1.85% |
|
|
| 27 |
NEWFIELD EXPL CO |
570,636 |
21,062 |
0.98% |
|
|
| 28 |
MOLSON COORS BREWING CO |
203,536 |
19,480 |
0.90% |
|
|
| 29 |
MOHAWK INDS |
127,397 |
29,236 |
1.36% |
|
|
| 30 |
MICROSOFT CORP |
373,678 |
24,610 |
1.14% |
|
|
| 31 |
MICRON TECHNOLOGY INC |
767,002 |
22,166 |
1.03% |
|
|
| 32 |
MARINEMAX INC COM |
1,513,742 |
32,773 |
1.52% |
|
|
| 33 |
Laredo Petroleum Inc |
2,955,195 |
43,146 |
2.00% |
|
|
| 34 |
LOUISIANA PAC CORP |
276,194 |
6,855 |
0.32% |
|
|
| 35 |
LATAM AIRLS GROUP S A |
73,786 |
935 |
0.04% |
|
|
| 36 |
LAS VEGAS SANDS CORP |
696,537 |
39,751 |
1.85% |
|
|
| 37 |
KATE SPADE & CO |
815,800 |
18,951 |
0.88% |
|
|
| 38 |
KANSAS CITY SOUTHERN |
127,801 |
10,960 |
0.51% |
|
|
| 39 |
JETBLUE AIRWAYS CORP |
25,519 |
526 |
0.02% |
|
|
| 40 |
INTL PAPER CO |
563,300 |
28,604 |
1.33% |
|
|
| 41 |
HESS CORP |
998,376 |
48,132 |
2.23% |
|
|
| 42 |
HERC HLDGS INC |
398,049 |
19,461 |
0.90% |
|
|
| 43 |
HARLEY DAVIDSON INC |
1,297,063 |
78,472 |
3.64% |
|
|
| 44 |
GOLAR LNG LTD |
224,771 |
6,278 |
0.29% |
|
|
| 45 |
GAP |
402,927 |
9,787 |
0.45% |
|
|
| 46 |
FREEPORT-MCMORAN INC |
1,004,300 |
13,417 |
0.62% |
Call |
|
| 47 |
FREEPORT-MCMORAN INC |
6,389,782 |
85,367 |
3.96% |
|
|
| 48 |
FOOT LOCKER INC |
380,236 |
28,445 |
1.32% |
|
|
| 49 |
FLUOR CORP NEW |
722,936 |
38,041 |
1.77% |
|
|
| 50 |
FEDEX CORP |
116,589 |
22,752 |
1.06% |
|
|
