HERTZ GLOBAL HOLDINGS INC  COM     $46,729,678     2,108,740      2,108,740 * 
ROYAL DUTCH SHELL PLC  ADR A       $46,577,957       709,165    (1,566,537) 
ENSCO PLC  CL A                    $46,163,671       858,859        494,293 
LINKEDIN CORP  CL A                $45,833,350       186,269        186,269 * 
ROSETTA RESOURCES INC  COM         $45,804,640       840,915      (732,391) 
ULTA SALON COSMETICS & FRAGRAN     $44,315,359       370,964        (9,703) 
PPG INDUSTRIES INC  COM            $43,810,316       262,243         51,188 
DOW CHEMICAL CO  COM               $43,519,219     1,133,313        613,014 
TOWERS WATSON & CO  CL A           $43,439,237       406,126        272,354 
RLJ LODGING TRUST  COM             $43,340,788     1,845,074      1,845,074 * 
ASSURED GUARANTY LTD  COM          $42,943,294     2,290,309      2,185,984 
MURPHY OIL CORP  COM               $42,559,862       705,568        705,568 * 
JACOBS ENGINEERING GROUP INC       $42,547,209       731,303        731,303 * 
CMS ENERGY CORP  COM               $42,376,069     1,610,033      1,534,332 
JPMORGAN CHASE & CO INC  COM       $42,168,547       815,797        583,696 
DILLARDS INC  CL A                 $42,059,315       537,156      (203,139) 
VMWARE INC  CL A                   $42,003,765       519,206       (94,766) 
TIME WARNER INC  COM               $41,504,261       630,668        607,073 
QUESTAR CORP  COM                  $40,664,484     1,808,114      1,600,022 
DISCOVER FINANCIAL SERVICES  C     $40,510,842       801,560         43,883 
MEAD JOHNSON NUTRITION CO  COM     $40,245,430       541,953        292,914 
CAREFUSION CORP  COM               $39,825,174     1,079,273        900,177 
MCKESSON CORP  COM                 $39,728,095       309,650       (12,783) 
LENDER PROCESSING SERVICES INC     $39,037,887     1,173,366        513,225 
OASIS PETROLEUM INC  COM           $38,620,209       786,082       (46,547) 
ALBEMARLE CORP  COM                $38,465,529       611,146        611,146 * 
ULTRA PETROLEUM CORP  COM          $37,874,451     1,841,247      (514,245) 
MAXIM INTEGRATED PRODUCTS INC      $37,653,953     1,262,708         70,342 
HARRIS CORP  COM                   $37,516,560       632,657        561,783 
FOOT LOCKER INC  COM               $37,092,211     1,092,876      (607,322) 
NPS PHARMACEUTICALS INC  COM       $36,852,585     1,158,522      (189,817) 
AVIS BUDGET GROUP INC  COM         $36,740,087     1,274,370      (847,611) 
DARDEN RESTAURANTS INC  COM        $36,542,344       789,422        662,150 
BROCADE COMMUNICATIONS SYSTEMS     $36,323,677     4,512,258      2,282,634 
OWENS ILLINOIS INC  COM            $36,294,210     1,209,001        281,510 
NOBLE CORP  ORD REG                $36,284,053       960,658        668,312 
CONSTELLATION BRANDS INC  CL A     $35,928,899       625,939      (612,716) 
UNITED RENTALS INC  COM            $35,911,245       616,079        616,079 * 
GOODYEAR TIRE & RUBBER CO  COM     $35,844,750     1,596,577      1,464,049 
KODIAK OIL & GAS CORP  COM         $35,675,470     2,958,165      (354,743) 
BOYD GAMING CORP  COM              $35,459,744     2,505,989      1,340,091 
VALEANT PHARMACEUTICALS INTL       $35,398,856       339,297        339,297 * 
SPLUNK INC  COM                    $35,170,291       585,781        168,501 
ESTEE LAUDER COMPANIES INC  CL     $34,904,915       499,355        169,721 
EASTMAN CHEMICAL CO  COM           $34,389,189       441,453        441,453 * 
EXELIS INC  COM                    $34,338,761     2,185,790        505,377 
PANERA BREAD CO  CL A              $34,133,253       215,311        215,311 * 
INFORMATICA CORP  COM              $34,090,605       874,791      (158,899) 
TIMKEN CO  COM                     $33,641,290       556,975      (162,058) 
SPIRIT AIRLINES INC  COM           $33,429,768       975,482        355,009 
T ROWE PRICE GROUP INC  COM        $33,295,174       462,883        321,584 
TAUBMAN CENTERS INC  COM           $33,275,843       494,367      (375,464) 
CONSUMER DISCRETIONARY SEL SEC     $33,238,215       548,214        548,214 * 
REGENERON PHARMACEUTICALS  COM     $33,220,537       106,180      (298,180) 
MASCO CORP  COM                    $33,186,458     1,559,514      1,559,514 * 
YAHOO INC  COM                     $32,805,230       989,003        989,003 * 
ASHLAND INC  COM                   $32,619,083       352,715        148,924 
US BANCORP/DE  COM                 $32,212,494       880,604        287,373 
FLEXTRONICS INTERNATIONAL LTD      $31,491,823     3,464,447      2,696,183 
WALGREEN CO  COM                   $31,328,655       582,317        582,317 * 
MADISON SQUARE GARDEN CO  CL A     $31,287,768       538,794        154,345 
DOLLAR TREE INC  COM               $30,971,403       541,837    (1,170,138) 
CAPITALSOURCE INC  COM             $30,938,680     2,604,266      1,728,775 
AMERICAN TOWER CORP  CL A          $30,581,590       412,540      (178,724) 
NEWELL RUBBERMAID INC  COM         $30,294,303     1,101,611        186,280 
AMDOCS LTD  COM                    $30,198,102       824,184        824,184 * 
MELCO CROWN ENTERTAINMENT LTD      $30,099,180       945,623        855,343 
PETSMART INC  COM                  $30,070,462       394,315      (266,716) 
AMETEK INC  COM                    $29,802,184       647,592        597,393 
AGILENT TECHNOLOGIES INC  COM      $29,337,243       572,434    (1,190,415) 
AT&T INC  COM                      $29,295,155       866,208    (1,225,924) 
BOEING CO  COM                     $29,063,155       247,346      (334,452) 
ASPEN INSURANCE HOLDINGS LTD       $29,044,302       800,339         59,526 
CAMDEN PROPERTY TRUST  SBI         $29,034,516       472,567      (208,407) 
SUPERIOR ENERGY SERVICES INC       $28,957,909     1,156,466      1,000,791 
CVR ENERGY INC  COM                $28,957,102       751,742      (240,612)

* 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.