| 1 |
PRICELINE GRP INC |
29,600 |
36,611 |
7.81% |
|
|
| 2 |
EAGLE MATERIALS INC |
445,000 |
30,447 |
6.49% |
|
|
| 3 |
MARTIN MARIETTA MATLS INC |
200,000 |
30,390 |
6.48% |
|
|
| 4 |
OSHKOSH CORP |
835,099 |
30,339 |
6.47% |
|
|
| 5 |
DOW CHEM CO |
621,500 |
26,352 |
5.62% |
|
|
| 6 |
LOWES COS INC |
367,000 |
25,294 |
5.40% |
|
|
| 7 |
REALOGY HLDGS CORP |
572,500 |
21,543 |
4.60% |
|
|
| 8 |
PVH CORPORATION |
195,000 |
19,878 |
4.24% |
|
|
| 9 |
CURTISS WRIGHT CORP |
309,500 |
19,319 |
4.12% |
|
|
| 10 |
SPDR S&P 500 ETF TR |
100,000 |
19,163 |
4.09% |
Call |
|
| 11 |
ISHARES NASDAQ BIOTECHNOLOGY ETF |
30,000 |
19,151 |
4.08% |
|
|
| 12 |
KIRBY CORP |
275,000 |
17,036 |
3.63% |
|
|
| 13 |
UNITED RENTALS |
270,000 |
16,214 |
3.46% |
|
|
| 14 |
LENNAR |
334,800 |
16,114 |
3.44% |
|
|
| 15 |
FORTUNE BRANDS INNOV |
325,000 |
15,428 |
3.29% |
|
|
| 16 |
SUMMIT MATLS INC CL A |
821,000 |
15,410 |
3.29% |
|
|
| 17 |
PPG INDS INC |
140,000 |
12,277 |
2.62% |
|
|
| 18 |
HELMERICH & PAYNE INC |
250,000 |
11,815 |
2.52% |
Call |
|
| 19 |
JB HUNT TRANSPORT |
161,000 |
11,495 |
2.45% |
|
|
| 20 |
DILLARDS INC |
130,000 |
11,361 |
2.42% |
|
|
| 21 |
WABCO |
106,236 |
11,137 |
2.38% |
|
|
| 22 |
TIFFANY |
135,300 |
10,448 |
2.23% |
|
|
| 23 |
BALL CORP |
150,000 |
9,330 |
1.99% |
|
|
| 24 |
FACEBOOK INC |
100,000 |
8,990 |
1.92% |
|
|
| 25 |
NAVISTAR INTL CORP NEW |
700,000 |
8,904 |
1.90% |
Call |
|
| 26 |
AGCO |
170,000 |
7,927 |
1.69% |
|
|
| 27 |
SBA COMMUNICATIONS CORPORATION |
45,000 |
4,713 |
1.01% |
|
|
| 28 |
STEELCASE INC |
95,000 |
1,749 |
0.37% |
|
|
