| 1 |
CF INDS HLDGS INC |
131,695 |
34,325 |
6.46% |
|
|
| 2 |
NAVISTAR INTL CORP NEW |
910,000 |
30,822 |
5.81% |
|
|
| 3 |
INTERNATIONAL BUSINESS MACHS |
152,000 |
29,258 |
5.51% |
|
|
| 4 |
INTL PAPER CO |
635,000 |
29,134 |
5.49% |
|
|
| 5 |
NXP SEMICONDUCTORS N V |
440,000 |
25,876 |
4.87% |
|
|
| 6 |
BOISE CASCADE CO DEL COM |
725,000 |
20,764 |
3.91% |
|
|
| 7 |
TRIUMPH GROUP INC NEW COM |
317,000 |
20,472 |
3.86% |
|
|
| 8 |
SunEdison Inc |
1,067,208 |
20,106 |
3.79% |
|
|
| 9 |
GROUP 1 AUTOMOTIVE INC |
294,702 |
19,350 |
3.64% |
|
|
| 10 |
TENET HEALTHCARE CORP |
435,352 |
18,637 |
3.51% |
|
|
| 11 |
TOWER GROUP INTERN |
161,100 |
18,373 |
3.46% |
|
|
| 12 |
CAPITAL ONE FINL CORP |
208,600 |
16,096 |
3.03% |
|
|
| 13 |
SERVICE CORP INTL |
800,000 |
15,904 |
3.00% |
|
|
| 14 |
INNOVIVA INC COM |
513,500 |
15,888 |
2.99% |
|
|
| 15 |
OCWEN FINL CORP |
400,000 |
15,672 |
2.95% |
|
|
| 16 |
ALERE INC |
435,434 |
14,957 |
2.82% |
|
|
| 17 |
MCDERMOTT INTL INC |
1,912,600 |
14,957 |
2.82% |
|
|
| 18 |
EBAY INC |
265,000 |
14,639 |
2.76% |
|
|
| 19 |
RALPH LAUREN CORP |
87,900 |
14,146 |
2.66% |
|
|
| 20 |
MICROSTRATEGY INC CL A NEW |
120,500 |
13,904 |
2.62% |
|
|
| 21 |
SONIC AUTOMOTIVE INC CL A |
605,000 |
13,600 |
2.56% |
|
|
| 22 |
PERKINELMER INC |
276,153 |
12,443 |
2.34% |
|
|
| 23 |
ASSURED GUARANTY LTD COM |
476,850 |
12,074 |
2.27% |
|
|
| 24 |
GENERAL MTRS CO |
350,000 |
12,047 |
2.27% |
|
|
| 25 |
MBIA INC |
838,160 |
11,726 |
2.21% |
|
|
| 26 |
Neo Performance Materials |
2,190,000 |
10,271 |
1.93% |
|
|
| 27 |
COBALT INTL ENERGY INC |
457,468 |
8,381 |
1.58% |
|
|
| 28 |
INTERDIGITAL INC |
249,600 |
8,264 |
1.56% |
|
|
| 29 |
QUALCOMM INC |
96,500 |
7,610 |
1.43% |
|
|
| 30 |
LORAL SPACE & COMMUNICATIONS |
85,538 |
6,050 |
1.14% |
|
|
| 31 |
SEQUENOM INC |
2,211,876 |
5,419 |
1.02% |
|
|
| 32 |
PLY GEM HOLDINGS INC |
386,968 |
4,887 |
0.92% |
|
|
| 33 |
DEMAND MEDIA INC |
985,000 |
4,777 |
0.90% |
|
|
| 34 |
ACCRETIVE HEALTH INC |
505,028 |
4,040 |
0.76% |
|
|
| 35 |
LIBERTY GLOBAL PLC |
70,000 |
2,850 |
0.54% |
|
|
| 36 |
FOREST OIL CORP |
1,349,745 |
2,578 |
0.49% |
|
|
| 37 |
HHGREGG INC |
67,000 |
644 |
0.12% |
|
|
