| 1 |
SPDR GOLD TR |
2,520,000 |
269,287 |
6.69% |
Call |
|
| 2 |
DELTA AIRLINES INC DEL |
5,615,000 |
251,945 |
6.26% |
|
|
| 3 |
INTEL CORP |
5,127,500 |
154,543 |
3.84% |
|
|
| 4 |
RANGE RES CORP |
4,125,000 |
132,495 |
3.29% |
|
|
| 5 |
EOG RES INC |
1,764,000 |
128,419 |
3.19% |
Call |
|
| 6 |
ALTERA CORPORATION |
2,443,600 |
122,375 |
3.04% |
|
|
| 7 |
AMERICAN AIRLS GROUP INC |
3,075,000 |
119,402 |
2.97% |
|
|
| 8 |
GAMESTOP CORP NEW CL A |
2,802,500 |
115,491 |
2.87% |
|
|
| 9 |
STAPLES INC |
9,792,500 |
114,866 |
2.85% |
|
|
| 10 |
AERCAP HOLDINGS NV |
2,877,500 |
110,036 |
2.73% |
|
|
| 11 |
ANADARKO PETR |
1,640,000 |
99,040 |
2.46% |
|
|
| 12 |
US BANCORP DEL |
2,380,000 |
97,604 |
2.42% |
|
|
| 13 |
CITIGROUP INC |
1,902,500 |
94,383 |
2.34% |
|
|
| 14 |
TEVA PHARMACEUTICAL INDS LTD |
1,645,000 |
92,877 |
2.31% |
|
|
| 15 |
D R HORTON INC |
3,122,500 |
91,677 |
2.28% |
|
|
| 16 |
EOG RES INC |
1,237,500 |
90,090 |
2.24% |
|
|
| 17 |
MICRON TECHNOLOGY INC |
5,920,000 |
88,682 |
2.20% |
|
|
| 18 |
PVH CORPORATION |
842,500 |
85,884 |
2.13% |
|
|
| 19 |
DOLLAR TREE INC |
1,270,000 |
84,658 |
2.10% |
|
|
| 20 |
QUANTA SVCS INC |
3,487,500 |
84,432 |
2.10% |
|
|
| 21 |
LENNAR |
1,692,500 |
81,460 |
2.02% |
|
|
| 22 |
PIONEER NAT RES CO |
630,000 |
76,633 |
1.90% |
Call |
|
| 23 |
GOGO INC |
4,621,400 |
70,615 |
1.75% |
|
|
| 24 |
AMGEN INC |
494,700 |
68,427 |
1.70% |
|
|
| 25 |
SPDR GOLD TR |
632,500 |
67,589 |
1.68% |
|
|
| 26 |
TENET HEALTHCARE CORP |
1,795,000 |
66,271 |
1.65% |
|
|
| 27 |
BARRICK GOLD CORP |
10,175,000 |
64,713 |
1.61% |
|
|
| 28 |
ALBEMARLE CORP |
1,425,000 |
62,843 |
1.56% |
|
|
| 29 |
PIONEER NAT RES CO |
495,000 |
60,212 |
1.50% |
|
|
| 30 |
KINDRED HEALTHCARE INC |
3,702,500 |
58,314 |
1.45% |
|
|
| 31 |
JPMORGAN CHASE & CO |
952,500 |
58,074 |
1.44% |
|
|
| 32 |
MERCK & CO INC |
1,132,500 |
55,934 |
1.39% |
|
|
| 33 |
OLD DOMINION FREIGHT LINE IN |
900,000 |
54,900 |
1.36% |
|
|
| 34 |
UNITED RENTALS |
842,500 |
50,592 |
1.26% |
|
|
| 35 |
RAYMOND JAMES FINANC |
1,015,000 |
50,374 |
1.25% |
|
|
| 36 |
COTERRA ENERGY INC |
2,170,000 |
47,436 |
1.18% |
|
|
| 37 |
MICROSOFT CORP |
1,060,000 |
46,916 |
1.17% |
|
|
| 38 |
ALLY FINANCIAL |
2,237,500 |
45,600 |
1.13% |
|
|
| 39 |
Servicemaster Global Hldgs I |
1,350,000 |
45,293 |
1.13% |
|
|
| 40 |
GOODYEAR TIRE & RUBB |
1,460,000 |
42,822 |
1.06% |
|
|
| 41 |
HORMEL FOODS CORP |
667,500 |
42,259 |
1.05% |
|
|
| 42 |
DELPHI AUTOMOTIVE PLC |
552,500 |
42,012 |
1.04% |
|
|
| 43 |
HELMERICH & PAYNE INC |
865,000 |
40,880 |
1.02% |
|
|
| 44 |
DISCOVER FINANCIAL |
767,500 |
39,902 |
0.99% |
|
|
| 45 |
COTERRA ENERGY INC |
1,822,500 |
39,840 |
0.99% |
Call |
|
| 46 |
UNITED CONTINENTAL H |
740,000 |
39,257 |
0.98% |
|
|
| 47 |
TARGET CORP |
495,000 |
38,937 |
0.97% |
|
|
| 48 |
CLEAN HARBORS INC |
825,000 |
36,275 |
0.90% |
|
|
| 49 |
HEALTHWAYS INC |
3,225,000 |
35,862 |
0.89% |
|
|
| 50 |
BARRICK GOLD CORP |
4,755,000 |
30,242 |
0.75% |
Call |
|
