| 1 |
WABCO HLDGS INC |
271,236 |
33,557 |
5.85% |
|
|
| 2 |
LOWES COS INC |
440,000 |
29,467 |
5.14% |
|
|
| 3 |
REALOGY HLDGS CORP |
562,000 |
26,257 |
4.58% |
|
|
| 4 |
OSHKOSH CORP |
547,000 |
23,182 |
4.04% |
|
|
| 5 |
PVH CORPORATION |
195,000 |
22,464 |
3.92% |
|
|
| 6 |
DOW CHEM CO |
435,000 |
22,259 |
3.88% |
|
|
| 7 |
ROYAL CARIBBEAN GROUP |
282,400 |
22,222 |
3.87% |
|
|
| 8 |
CAESARSTONE LTD |
317,580 |
21,767 |
3.80% |
|
|
| 9 |
DILLARDS INC |
200,000 |
21,038 |
3.67% |
|
|
| 10 |
ROCKWELL AUTOMATION INC |
150,000 |
18,696 |
3.26% |
|
|
| 11 |
NVR INC |
13,885 |
18,606 |
3.24% |
|
|
| 12 |
EAGLE MATERIALS INC |
230,000 |
17,556 |
3.06% |
|
|
| 13 |
TIFFANY & CO NEW |
165,000 |
15,147 |
2.64% |
|
|
| 14 |
KIRBY CORP |
195,000 |
14,949 |
2.61% |
|
|
| 15 |
HONEYWELL INTL INC |
145,000 |
14,786 |
2.58% |
|
|
| 16 |
BEMIS INC |
289,600 |
13,035 |
2.27% |
|
|
| 17 |
MUELLER INDS INC COM |
365,836 |
12,702 |
2.21% |
|
|
| 18 |
LENNAR |
239,800 |
12,239 |
2.13% |
|
|
| 19 |
CURTISS WRIGHT CORP |
165,000 |
11,953 |
2.08% |
|
|
| 20 |
PRICELINE GRP INC |
10,100 |
11,629 |
2.03% |
|
|
| 21 |
TEREX CORP NEW |
450,000 |
10,463 |
1.82% |
|
|
| 22 |
FORTUNE BRANDS HOME & SEC IN |
199,700 |
9,150 |
1.60% |
|
|
| 23 |
SUMMIT MATLS INC CL A |
326,000 |
8,313 |
1.45% |
|
|
| 24 |
DRIL-QUIP INC |
104,700 |
7,879 |
1.37% |
|
|
| 25 |
MARTIN MARIETTA MATLS INC |
35,000 |
4,953 |
0.86% |
|
|
| 26 |
SIERRA WIRELESS INC |
155,000 |
3,853 |
0.67% |
|
|
| 27 |
LENNOX INTL INC |
31,100 |
3,349 |
0.58% |
|
|
| 28 |
TOPBUILD CORP |
50,000 |
1,450 |
0.25% |
|
|
| 29 |
SPDR S&P 500 ETF TR |
250,000 |
51,463 |
8.97% |
Call |
|
| 30 |
DOW CHEM CO |
600,000 |
30,702 |
5.35% |
Call |
|
| 31 |
KIRBY CORP |
250,000 |
19,165 |
3.34% |
Call |
|
| 32 |
TEREX CORP NEW |
500,000 |
11,625 |
2.03% |
Call |
|
| 33 |
ISHARES TR |
600,000 |
27,660 |
4.82% |
Put |
|
