| 1. Wells Fargo & Co. |
6.63% |
| 2. Ryanair Holdings PLC, ADR |
6.13% |
| 3. WellPoint Inc. |
6.12% |
| 4. The Progressive Corp. |
5.83% |
| 5. International Game Technology |
5.82% |
| 6. Altera Corp. |
4.99% |
| 7. International Rectifier Corp. |
4.57% |
| 8. Western Union Co. |
3.76% |
| 9. Cisco Systems Inc. |
3.71% |
| 10. EdgePoint Wealth Management Inc. |
3.70% |
| % of Portfolio |
51.27% |