H&R BLOCK INC  COM                 $69,968,370     2,624,470      1,633,684 
VERISK ANALYTICS INC  CL A         $69,233,653     1,065,789      (174,011) 
NEWELL RUBBERMAID INC  COM         $66,895,620     2,432,568        344,838 
SENSATA TECHNOLOGIES HOLDING N     $65,481,309     1,711,035         71,353 
CVS CAREMARK CORP  COM             $64,842,834     1,142,605        114,989 
CTRIP.COM INTERNATIONAL LTD  A     $63,676,071     1,091,091        389,888 
SHIRE PLC  ADR                     $63,266,313       527,703         74,157 
PEPSICO INC  COM                   $61,866,185       778,191      (754,343) 
WALGREEN CO  COM                   $60,594,671     1,126,295        639,427 
CORELOGIC INC  COM                 $60,364,293     2,231,582        440,756 
TE CONNECTIVITY LTD  COM REG       $60,058,224     1,159,873      1,098,148 
BOEING CO  COM                     $60,051,548       511,077         37,042 
QUALCOMM INC  COM                  $59,852,596       889,076       (11,482) 
TEVA PHARMACEUTICAL INDUSTRIES     $59,601,199     1,577,586        605,725 
ISHARES MSCI MEXICO CAPPED ETF     $59,417,700       930,000      (227,700) 
DOLLAR GENERAL CORP  COM           $59,131,631     1,047,319        232,287 
SEALED AIR CORP  COM               $59,117,205     2,174,226        404,785 
LIBERTY INTERACTIVE CORP  INT      $58,578,890     2,495,905      (574,615) 
DANAHER CORP  COM                  $58,439,602       843,041      (417,078) 
PPG INDUSTRIES INC  COM            $58,188,836       348,311         49,916 
SALLY BEAUTY HOLDINGS INC  COM     $58,056,391     2,219,281         97,470 
AUTOZONE INC  COM                  $57,654,031       136,385         50,615 
NEWMARKET CORP  COM                $57,582,000       200,000              0 
LSI CORP  COM                      $57,071,379     7,293,467      (511,009) 
MEDIVATION INC  COM                $56,105,159       936,022        197,860 
COMCAST CORP  CL A                 $56,095,269     1,243,384    (1,759,763) 
MASTERCARD INC  CL A               $55,875,725        83,052         11,003 
AMGEN INC  COM                     $55,727,346       497,899      (875,710) 
RALPH LAUREN CORP  CL A            $55,614,825       337,612         81,831 
SUPERVALU INC  COM                 $54,466,395     6,618,031      3,152,215 
BE AEROSPACE INC  COM              $54,291,436       735,457       (20,129) 
COMPUWARE CORP  COM                $54,257,367     4,848,737      3,276,719 
REGENCY CENTERS CORP  COM          $53,815,774     1,113,046      (447,924) 
TOWERS WATSON & CO  CL A           $53,211,210       497,487      (159,270) 
HUNTINGTON INGALLS IND INC COM     $52,996,687       786,301       (46,192) 
NUCOR CORP  COM                    $52,914,541     1,079,448        279,448 
WILLIAMS COMPANIES INC  COM        $52,914,017     1,455,281      (480,104) 
NORTHEAST UTILITIES  COM           $52,527,791     1,273,401      (473,040) 
PROLOGIS INC  COM                  $52,334,724     1,391,141      (684,202) 
MADISON SQUARE GARDEN CO  CL A     $51,635,031       889,186          5,334 
ROCKWELL COLLINS INC  COM          $51,410,736       757,600         75,659 
NEWMONT MINING CORP  COM           $51,350,558     1,827,422    (1,023,740) 
LOWES COS INC  COM                 $51,258,211     1,076,627      (663,817) 
MCDONALDS CORP  COM                $50,404,419       523,900    (1,649,753) 
HENRY SCHEIN INC  COM              $50,250,380       484,271        105,152 
TAUBMAN CENTERS INC  COM           $50,009,445       742,972      (212,786) 
AES CORP  COM                      $49,697,065     3,739,433      1,482,123 
REPUBLIC SERVICES INC  COM         $49,625,769     1,487,583       (29,842) 
MICROS SYSTEMS INC  COM            $49,315,750       987,500        187,500 
SERVICE CORP INTERNATIONAL  CO     $49,171,584     2,640,794        213,870 
CANADIAN NATURAL RESOURCES LTD     $48,344,974     1,537,690        428,920 
HALLIBURTON CO  COM                $48,023,077       997,364        271,854 
PG&E CORP  COM                     $47,761,742     1,167,198       (84,772) 
FIFTH THIRD BANCORP  COM           $47,522,744     2,632,839      1,943,502 
ABBOTT LABS  COM                   $47,346,796     1,426,538        930,079 
OIL STATES INTERNATIONAL INC       $46,892,417       453,242        256,722 
EDWARDS LIFESCIENCES CORP  COM     $46,710,798       670,843        418,390 
LAS VEGAS SANDS CORP  COM          $45,930,426       691,515        393,126 
AVALONBAY COMMUNITIES INC  COM     $45,844,286       360,723      (184,362) 
ADVANCE AUTO PARTS INC  COM        $45,448,783       549,695        183,989 
BEAM INC  COM                      $45,213,365       699,356       (97,274) 
CMS ENERGY CORP  COM               $44,899,183     1,705,896        655,579 
ALLERGAN INC  COM                  $44,719,385       494,410         67,251 
PITNEY BOWES INC  COM              $44,389,621     2,440,331      2,279,372 
NIKE INC  CL B                     $44,060,010       606,553      (121,284) 
DOLLAR TREE INC  COM               $43,892,650       767,891      (346,541) 
WPX ENERGY INC  CL A               $43,591,312     2,263,308      (704,463) 
NEWS CORP  CL A                    $43,392,048     2,701,871      2,701,871 * 
FORD MOTOR CO  COM                 $43,018,567     2,550,004    (1,283,500) 
PROCTER & GAMBLE CO  COM           $42,783,562       565,995      (641,015) 
DENBURY RESOURCES INC  COM         $42,625,465     2,315,343      1,260,337 
BIOMARIN PHARMACEUTICAL INC  C     $42,616,962       590,508      (489,398) 
NV ENERGY INC  COM                 $42,061,262     1,781,502      1,781,502 * 
OMNICARE CAPITAL TR II  PIERS      $42,054,320       616,000              0 
OWENS ILLINOIS INC  COM            $41,703,634     1,389,195        433,153 
BABCOCK & WILCOX CO  COM           $40,875,451     1,212,202        118,587

* 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.