| 1 |
APPLIED MICRO CIRCUITS ORD |
819,633 |
5,221,062 |
6.44% |
|
|
| 2 |
BOFI HLDG INCORPORATED |
280,000 |
5,894,000 |
7.27% |
|
|
| 3 |
BOSTON SCIENTIFIC CORP |
400,000 |
7,376,000 |
9.10% |
|
|
| 4 |
E M C CORP MASS COM |
300,000 |
7,704,000 |
9.50% |
|
|
| 5 |
EVERBANK FINL CORP COM |
200,000 |
3,196,000 |
3.94% |
|
|
| 6 |
LINCOLN NATL CORP IND |
120,000 |
6,031,200 |
7.44% |
|
|
| 7 |
LOWES COS INC |
100,000 |
7,604,000 |
9.38% |
|
|
| 8 |
MELLANOX TECHNOLOGIES LTD |
75,000 |
3,160,500 |
3.90% |
|
|
| 9 |
MICHAEL KORS HLDGS LTD |
155,000 |
6,209,300 |
7.66% |
|
|
| 10 |
MOSAIC CO NEW |
250,000 |
6,897,500 |
8.51% |
|
|
| 11 |
PROCTER AND GAMBLE CO |
100,000 |
7,941,000 |
9.80% |
|
|
| 12 |
QORVO INC |
100,000 |
5,090,000 |
6.28% |
|
|
| 13 |
RACKSPACE HOSTING INC |
150,000 |
3,798,000 |
4.69% |
|
|
| 14 |
ST JUDE MED INC |
80,000 |
4,941,600 |
6.10% |
|
|
