| 1. Wells Fargo & Co. |
6.89% |
| 2. WellPoint Inc. |
5.80% |
| 3. Ryanair Holdings PLC, ADR |
5.76% |
| 4. The Progressive Corp. |
5.70% |
| 5. International Game Technology |
5.19% |
| 6. International Rectifier Corp. |
4.61% |
| 7. JPMorgan Chase & Co. |
4.06% |
| 8. Altera Corp. |
4.04% |
| 9. Western Union Co. |
3.69% |
| 10. Alere Inc.
|
3.60% |
| % of Portfolio |
49.33% |