| Autodesk Inc COM STK(ADSK) | COM | 052769106 | $2.5M | 75,000 | 56.3% |
| Acadia Pharm(ACAD) | COM | 004225108 | $1.8M | 100,000 | 40.2% |
| Ford Motor Company COM STK(F) | COM | 345370860 | $12.4K | 800,000 | 0.3% |
| Axiall Corptn | COM | 05463D100 | $7.2K | 170,000 | 0.2% |
| Foot Locker Inc COM STK(WOO) | COM | 344849104 | $7.0K | 200,000 | 0.2% |
| Skyworks Solutions Inc COM STK(SWKS) | COM | 83088M102 | $6.6K | 300,000 | 0.1% |
| Check Point Software Technolog COM STK(CHKP) | COM | M22465104 | $6.2K | 125,000 | 0.1% |
| LyondellBasell Industries NV Ordinary Sh(LYB) | COM | N53745100 | $6.0K | 90,000 | 0.1% |
| Cenovus Enrg(CVE) | COM | 15135U109 | $5.7K | 200,000 | 0.1% |
| Kla-Tencor Corp COM STK(KLAC) | COM | 482480100 | $5.6K | 100,000 | 0.1% |
| Cypress Semiconductor Corp COM STK(CYEUR) | COM | 232806109 | $5.4K | 500,000 | 0.1% |
| United Rentals Inc COM STK(URI) | COM | 911363109 | $5.0K | 100,000 | 0.1% |
| KBR Inc(KBR) | COM | 48242W106 | $4.9K | 150,000 | 0.1% |
| Mastec Inc COM STK(MTZ) | COM | 576323109 | $4.7K | 142,900 | 0.1% |
| General Electric Co COM STK | COM | 369604103 | $4.6K | 200,000 | 0.1% |
| LAM Resh Corp COM STK(LRCXEUR) | COM | 512807108 | $4.4K | 100,000 | 0.1% |
| Synchronoss Technologies Inc COM STK | COM | 87157B103 | $4.2K | 135,000 | 0.1% |
| ANN Inc COM STK | COM | 035623107 | $4.2K | 125,000 | 0.1% |
| Delta Airlines Inc(DAL) | COM | 247361702 | $3.7K | 200,000 | 0.1% |
| US Bancorp COM(USB) | COM | 902973304 | $3.6K | 100,000 | 0.1% |
| Baytex Energy TR COM(BTE) | COM | 07317Q105 | $3.6K | 100,000 | 0.1% |
| Aruba Network Inc | COM | 043176106 | $3.5K | 225,000 | 0.1% |
| Toll Brothers Inc COM STK(TOL) | COM | 889478103 | $3.3K | 100,000 | 0.1% |
| Resolute Energy Corp COM STK | COM | 76116A108 | $3.0K | 375,000 | 0.1% |
| Pulte Group Inc COM STK(PHM) | COM | 745867101 | $2.8K | 150,000 | 0.1% |
| Maxim Integrated Prods Inc COM STK(MXIM) | COM | 57772K101 | $2.8K | 100,000 | 0.1% |
| Carnival Corp(CCL) | COM | 143658300 | $2.7K | 80,000 | 0.1% |
| Mako Surgical Corp COM STK | COM | 560879108 | $2.7K | 225,000 | 0.1% |
| Two Harbors Investment Corp | COM | 90187B101 | $2.6K | 250,000 | 0.1% |
| Baker Hughes Inc | COM | 057224107 | $2.3K | 50,000 | 0.1% |
| International Paper Co COM STK(IP) | COM | 460146103 | $2.2K | 50,000 | 0.0% |
| Ltx-Credence Corp COM STK | COM | 502403207 | $2.1K | 350,000 | 0.0% |
| Invesco Mortgage Capital(IVREUR) | COM | 46131B100 | $2.1K | 125,000 | 0.0% |
| Primoris Services Corp COM STK(PRIM) | COM | 74164F103 | $2.0K | 100,000 | 0.0% |
| Campus Crest Cmntys Inc COM STK | COM | 13466Y105 | $1.9K | 165,000 | 0.0% |
| Valero Energy Corp COM STK(VLO) | COM | 91913Y100 | $1.6K | 45,000 | 0.0% |
| Riverbed Tech Inc | COM | 768573107 | $1.6K | 100,000 | 0.0% |
| Dycom Industries Inc COM STK(DY) | COM | 267475101 | $1.5K | 65,000 | 0.0% |
| Granite Constr Inc COM STK(GVA) | COM | 387328107 | $1.5K | 50,000 | 0.0% |
| Briggs & Stratton Corp COM STK(BGGUSD) | COM | 109043109 | $1.4K | 70,000 | 0.0% |
| EOG RES Inc COM STK(EOG) | COM | 26875P101 | $1.3K | 10,000 | 0.0% |
| Arris Group Inc COM STK | COM | 04270V106 | $1.3K | 90,000 | 0.0% |
| American Eagle Outfitters Inc COM STK(AEO) | COM | 02553E106 | $1.1K | 60,000 | 0.0% |
| Formfactor Inc COM STK(FORM) | COM | 346375108 | $1.0K | 150,000 | 0.0% |
| Dupont Fabros Tech REIT | COM | 26613Q106 | $966 | 40,000 | 0.0% |
| US Silica Holdings Inc(SLCAUSD) | COM | 90346E103 | $781 | 37,600 | 0.0% |
| Chicos FAS Inc COM STK(CHS1USD) | COM | 168615102 | $682 | 40,000 | 0.0% |
| Chimera Investment Corp COM STK | COM | 16934Q109 | $600 | 200,000 | 0.0% |
| Anworth MTG Asset Corp COM STK(ANH) | COM | 037347101 | $560 | 100,000 | 0.0% |
| AZZ Inc COM STK(AZZ) | COM | 002474104 | $385 | 10,000 | 0.0% |