COMMUNITY HEALTH SYSTEMS INC          $648,562        15,628        15,628 
PAN AMERICAN SILVER CORP  COM         $163,282        15,477        15,477 
LIBERTY INTERACTIVE CORP  INT         $357,448        15,230        15,230 
INFORMATICA CORP  COM                 $588,447        15,100        15,100 
NORFOLK SOUTHERN CORP  COM          $1,133,719        14,657        14,657 
LIFEPOINT HOSPITALS INC  COM          $671,519        14,401        14,401 
APPLE INC  COM                     $11,571,199        24,271        14,300 
ENDO HEALTH SOLUTIONS INC  COM        $648,520        14,272        14,272 
NORTHERN TRUST CORP  COM              $774,480        14,242        14,242 
KINROSS GOLD CORP  COM              $3,619,840       716,800        14,200 
CLOROX CO  COM                      $1,142,200        13,977        13,977 
STARWOOD HOTELS & RESORTS  COM        $885,712        13,329        13,329 
BB&T CORP  COM                        $745,875        22,100        13,200 
COLFAX CORP  COM                      $726,348        12,858        12,858 
FIFTH THIRD BANCORP  COM              $617,310        34,200        12,500 
MONSTER BEVERAGE CORP  COM            $621,775        11,900        11,900 
HARLEY DAVIDSON INC  COM              $749,103        11,661        11,661 
HUNTINGTON BANCSHARES INC  COM         $95,246        11,531        11,531 
COMPUTER SCIENCES CORP  COM           $590,871        11,420        11,420 
ALLSTATE CORP  COM                    $573,540        11,346        11,346 
CONSTELLATION BRANDS INC  CL A        $650,055        11,325        11,325 
CROWN HOLDINGS INC  COM             $1,006,264        23,800        11,200 
MICROS SYSTEMS INC  COM               $559,328        11,200        11,200 
WYNDHAM WORLDWIDE CORP  COM           $676,767        11,100        11,100 
CUMMINS INC  COM                    $1,472,200        11,080        11,080 
NEWMONT MINING CORP  COM            $6,241,741       222,126        11,000 
EOG RESOURCES INC  COM              $7,781,632        45,969        10,969 
AXIALL CORP  COM                      $404,429        10,702        10,702 
COBALT INTERNATIONAL ENERGY IN      $1,292,720        52,000        10,700 
HELMERICH & PAYNE INC  COM            $736,662        10,684        10,684 
BEAM INC  COM                         $685,290        10,600        10,600 
URS CORP  COM                         $565,343        10,518        10,518 
CACI INTERNATIONAL INC  CL A C        $698,771        10,111        10,111 
UNIVERSAL HEALTH SERVICES INC         $734,902         9,800         9,800 
DEERE & CO  COM                       $774,670         9,518         9,518 
YAMANA GOLD INC  COM                $4,789,200       460,500         9,200 
UNITED CONTINENTAL HOLDINGS IN        $279,461         9,100         9,100 
DREAMWORKS ANIMATION SKG INC          $251,615         8,841         8,841 
CITIGROUP INC  COM                  $4,138,970        85,322         8,800 
BE AEROSPACE INC  COM                 $645,999         8,751         8,751 
AFLAC INC  COM                      $4,379,470        70,648         8,500 
CME GROUP INC  CL A                 $2,813,350        38,080         8,469 
WELLCARE HEALTH PLANS INC  COM        $587,978         8,431         8,431 
ROCKWOOD HOLDINGS INC  COM            $559,886         8,369         8,369 
ADVANCE AUTO PARTS INC  COM           $686,244         8,300         8,300 
CIT GROUP INC  COM                    $736,427        15,100         8,100 
LABORATORY CORP OF AMERICA  CO      $3,550,897        35,817         7,917 
LIBERTY GLOBAL PLC  CL A              $595,125         7,500         7,500 
PNC FINANCIAL SERVICES GROUP          $999,810        13,800         7,400 
CYTEC INDUSTRIES INC  COM             $593,928         7,300         7,300 
VMWARE INC  CL A                      $978,890        12,100         7,200 
INTERNATIONAL PAPER CO  COM         $6,205,875       138,524         7,100 
CABOT OIL & GAS CORP  CL A          $1,854,804        49,700         6,900 
KIMBERLY CLARK CORP  COM              $646,161         6,858         6,858 
UNITED RENTALS INC  COM               $670,335        11,500         6,500 
W R GRACE & CO  COM                   $550,707         6,301         6,301 
J B HUNT TRANSPORT SERVICES IN        $441,299         6,051         6,051 
ULTA SALON COSMETICS & FRAGRAN        $704,814         5,900         5,900 
SHERWIN WILLIAMS CO  COM            $1,062,109         5,830         5,830 
MARRIOTT INTERNATIONAL INC  CL      $7,347,882       174,700         5,729 
PRUDENTIAL FINANCIAL INC  COM       $5,675,072        72,776         5,700 
ASHLAND INC  COM                      $517,888         5,600         5,600 
CR BARD INC  COM                    $3,281,587        28,486         5,600 
AIRGAS INC  COM                       $572,670         5,400         5,400 
MCGRAW HILL FINANCIAL INC  COM      $1,028,648        15,683         4,920 
SIMON PROPERTY GROUP INC  COM       $1,770,163        11,942         4,800 
AGNICO EAGLE MINES LTD  COM         $2,868,236       108,358         4,200 
SUNTRUST BANKS INC  COM               $532,596        16,428         3,900 
INTERCONTINENTALEXCHANGE GRO          $671,254         3,700         3,700 
EQUITY RESIDENTIAL  SBI               $628,590        11,734         3,200 
EQT CORP  COM                       $1,570,344        17,700         2,400 

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