GENERAL ELECTRIC CO  COM           $36,109,066     1,511,472        974,018 
DSW INC  CL A                      $35,809,316       419,706        416,388 
LIBERTY MEDIA CORP  CL A           $35,713,452       242,701      (308,854) 
EATON CORP PLC  COM                $35,353,470       513,560        128,971 
EDWARDS LIFESCIENCES CORP  COM     $35,295,934       506,907        350,089 
TIME WARNER CABLE INC  COM         $34,998,318       313,605      (303,323) 
BLUCORA INC  COM                   $34,562,150     1,504,010      (248,790) 
STARBUCKS CORP  COM                $34,222,324       444,619       (36,528) 
MARRIOTT VACATIONS WORLDWIDE       $33,850,388       769,327         95,510 
DISCOVER FINANCIAL SERVICES  C     $33,517,976       663,197        108,046 
STARWOOD HOTELS & RESORTS  COM     $33,401,093       502,650        447,587 
VF CORP  COM                       $33,235,179       166,969        159,205 
ISHARES RUSSELL 2000 ETF           $32,927,032       308,855        296,349 
EXTERRAN HOLDINGS INC  COM         $32,920,124     1,194,056        347,878 
ZIMMER HOLDINGS INC  COM           $32,169,145       391,638        211,251 
UNION PACIFIC CORP  COM            $31,696,195       204,044        198,766 
VERIZON COMMUNICATIONS INC  CO     $31,544,879       675,841        547,740 
CITRIX SYSTEMS INC  COM            $31,041,074       439,613      (214,476) 
NEWS CORP  CL A                    $30,850,072     1,920,926      1,920,926 * 
RENAISSANCERE HOLDINGS LTD  CO     $30,774,134       339,933    (1,332,711) 
SPIRIT AEROSYSTEMS HOLDINGS  C     $30,492,441     1,257,939      1,231,466 
MAGNACHIP SEMICONDUCTOR  DPT S     $29,972,473     1,392,126         22,683 
LIBERTY GLOBAL PLC  CL C           $29,749,592       394,400    (1,744,738) 
RALPH LAUREN CORP  CL A            $29,169,729       177,076         75,159 
HARSCO CORP  COM                   $28,848,966     1,158,593      1,158,593 * 
EQT CORP  COM                      $28,769,412       324,272      (620,321) 
HD SUPPLY HOLDINGS INC  COM        $28,730,806     1,307,729      1,307,729 * 
SINA CORP (SINA.COM)  ORD          $28,288,557       348,510        348,510 * 
SUPERVALU INC  COM                 $28,082,653     3,412,230    (4,244,808) 
CHARTER COMMUNICATIONS INC  CL     $27,992,886       207,724        195,075 
CTRIP.COM INTERNATIONAL LTD  A     $27,726,836       475,100        122,300 
WHOLE FOODS MARKET INC  COM        $27,707,472       473,632        148,726 
ASTRAZENECA PLC  ADR               $27,632,628       532,113        520,147 
FREEPORT MCMORAN COPPER  CL B      $27,612,901       834,731    (1,726,651) 
CARTERS INC  COM                   $27,609,161       363,805      (124,441) 
KEY ENERGY SERVICES INC  COM       $27,589,698     3,784,595      3,771,795 
NRG ENERGY INC  COM                $27,378,456     1,001,773        986,980 
WESTERN REFINING INC  COM          $27,147,148       903,700        423,407 
MOVADO GROUP INC  COM              $27,005,169       617,261      (312,739) 
AETNA INC  COM                     $26,865,737       419,646        247,834 
ROYAL CARIBBEAN CRUISES LTD  C     $26,860,042       701,673        639,773 
DIGITALGLOBE INC  COM              $26,727,216       845,263        845,263 * 
TIDEWATER INC  COM                 $26,452,716       445,632        445,632 * 
WRIGHT MEDICAL GROUP INC  COM      $26,335,584     1,009,800        598,746 
QEP RESOURCES INC  COM             $26,040,036       940,413         42,726 
TWENTY FIRST CENTURY FOX INC       $25,869,955       772,007      (205,802) 
MOHAWK INDUSTRIES INC  COM         $25,805,391       198,122       (38,316) 
AMC NETWORKS INC  CL A             $25,769,974       376,204        168,380 
SILVER BAY REALTY TRUST CORP       $25,248,070     1,612,265      (746,192) 
ALLSTATE CORP  COM                 $25,082,708       496,196        366,881 
CITIGROUP INC  COM                 $24,905,131       513,402         49,002 
CELANESE CORP  COM SER A           $24,786,541       469,531        453,063 
VERIFONE SYSTEMS INC  COM          $24,753,288     1,082,821      1,053,649 
BLUE NILE INC  COM                 $24,520,795       599,091         61,366 
NCR CORP  COM                      $24,105,537       608,572      (766,822) 
BLOOMIN BRANDS INC  COM            $24,070,962     1,019,524      (249,185) 
OCWEN FINANCIAL CORP  COM          $24,059,680       431,409      (116,082) 
NOBLE CORP  ORD REG                $23,888,279       632,467       (64,937) 
ANHEUSER BUSCH INBEV SA  ADR       $23,674,874       238,658        100,353 
CHAMBERS STREET PROPERTIES  CO     $23,598,629     2,687,771      2,644,771 
WEYERHAEUSER CO  COM               $23,526,960       821,759      (200,813) 
CROCS INC  COM                     $23,502,867     1,728,152      1,695,947 
TYSON FOODS INC  CL A              $23,486,201       830,488    (2,996,019) 
PHH CORP  COM                      $23,411,937       986,181        975,763 
ALEXION PHARMACEUTICALS INC  C     $23,379,523       201,270        111,870 
RIVERBED TECHNOLOGY INC  COM       $23,375,967     1,602,191      (609,727) 
TALISMAN ENERGY INC  COM           $22,935,623     1,994,402    (1,288,120) 
NETAPP INC  COM                    $22,919,203       537,757      (753,845) 
TIBCO SOFTWARE INC  COM            $22,768,805       889,754        879,654 
LIN MEDIA LLC  CL A                $22,425,847     1,105,266        698,490 
MOLINA HEALTHCARE INC  COM         $22,399,022       629,186         82,560 
INTELSAT SA  COM                   $22,229,784       926,241      (511,168) 
HERTZ GLOBAL HOLDINGS INC  COM     $22,226,879     1,003,018    (1,206,082) 
GANNETT INC  COM                   $22,184,933       828,105         15,662 
PRECISION CASTPARTS CORP  COM      $21,721,872        95,590         60,660 
POTASH CORP OF SASKATCHEWAN  C     $21,703,816       693,856        667,833 

* New holding 13F data provided by: FactSet Research Systems Inc.; Please send questions to lionsharesinfo@factset.com. Copyright, FactSet Research Systems, 2013. All Rights Reserved.