| Crocs Inc COM(CROX) | COM | 227046109 | $7.2M | 56,709 | 2.2% |
| Steel Dynamics Inc COM(STLD) | COM | 858119100 | $6.8M | 60,321 | 2.1% |
| Kinsale Cap Group Inc COM(KNSL) | COM | 49714P108 | $6.8M | 22,499 | 2.0% |
| Block H & R Inc COM(HRB) | COM | 093671105 | $6.2M | 177,053 | 1.9% |
| Novo-Nordisk A S ADR(NVO) | COM | 670100205 | $6.0M | 37,720 | 1.8% |
| Lilly, ELI and Company(LLY) | COM | 532457108 | $5.8M | 16,830 | 1.8% |
| KBR Inc COM(KBR) | COM | 48242W106 | $5.7M | 104,149 | 1.7% |
| Unumprovident Corp COM(UNM) | COM | 91529Y106 | $5.6M | 142,581 | 1.7% |
| Interpublic Group COS Inc COM(IPG) | COM | 460690100 | $5.6M | 149,223 | 1.7% |
| Axon Enterprise Inc COM(AXON) | COM | 05464C101 | $5.2M | 22,949 | 1.6% |
| Quanta Svcs Inc COM(PWR) | COM | 74762E102 | $4.9M | 29,318 | 1.5% |
| Lattice Semiconductor Corp COM(LSCC) | COM | 518415104 | $4.8M | 50,678 | 1.5% |
| Belden Inc COM(BDC) | COM | 077454106 | $4.8M | 54,754 | 1.4% |
| Terex Corp New COM(TEX) | COM | 880779103 | $4.6M | 95,410 | 1.4% |
| Mckesson Corp COM(MCK) | COM | 58155Q103 | $4.6M | 12,841 | 1.4% |
| Tenaris S A Sponsored ADR(TS) | COM | 88031M109 | $4.1M | 144,773 | 1.2% |
| Fluor Corp New COM(FLR) | COM | 343412102 | $3.9M | 127,128 | 1.2% |
| Curtiss Wright Corp COM(CW) | COM | 231561101 | $3.9M | 22,197 | 1.2% |
| Toro Co COM(TTC) | COM | 891092108 | $3.9M | 34,716 | 1.2% |
| Valmont Inds Inc COM(VMI) | COM | 920253101 | $3.8M | 11,867 | 1.1% |
| UBS Group AG SHS(UBS) | COM | H42097107 | $3.7M | 172,205 | 1.1% |
| ABB LTD Sponsored ADR(ABJA) | COM | 000375204 | $3.6M | 105,765 | 1.1% |
| Select Sector Spdr TR SBI Int-(XLE) | COM | 81369Y506 | $3.6M | 42,921 | 1.1% |
| Commercial Metals Co COM(CMC) | COM | 201723103 | $3.4M | 70,235 | 1.0% |
| America Movil SAB de CV(AMX) | COM | 02390A101 | $3.3M | 158,382 | 1.0% |
| YPF S.A.(YPF) | COM | 984245100 | $3.3M | 302,856 | 1.0% |
| Ishares Silver Trust Ishares(SLV) | COM | 46428Q109 | $3.3M | 149,305 | 1.0% |
| Relx PLC(RELX) | COM | 759530108 | $3.3M | 101,476 | 1.0% |
| BAE SYS PLC Sponsored ADR(BAESY) | COM | 05523R107 | $3.3M | 67,310 | 1.0% |
| Ishares Inc Msci Eurzone E(EZU) | COM | 464286608 | $3.2M | 71,834 | 1.0% |
| Ishares TR S&P 500 VAL ET(IVE) | COM | 464287408 | $3.2M | 21,200 | 1.0% |
| Posco Holdings Inc(PKX) | COM | 693483109 | $3.2M | 46,136 | 1.0% |
| Gallagher Arthur J & Co COM(AJG) | COM | 363576109 | $3.2M | 16,682 | 1.0% |
| Ishares TR S&P MC 400VL E(IJJ) | COM | 464287705 | $3.1M | 30,533 | 1.0% |
| Mitsubishi UFJ Finl Group Insp(MUFG) | COM | 606822104 | $3.1M | 490,186 | 0.9% |
| Select Sector Spdr TR SBI Int-(XLI) | COM | 81369Y704 | $3.1M | 30,901 | 0.9% |
| Wisdomtree TR ITL High DIV F(DTH) | COM | 97717W802 | $3.1M | 82,383 | 0.9% |
| Banco Bilbao Vizcaya Argentasp(BBVA) | COM | 05946K101 | $3.1M | 434,584 | 0.9% |
| Fair Isaac Corp COM(FICO) | COM | 303250104 | $3.1M | 4,354 | 0.9% |
| Stmicroelectronics N V NY Regi(STM) | COM | 861012102 | $3.0M | 56,317 | 0.9% |
| Ishares TR 1-3 YR TR BD E(SHY) | COM | 464287457 | $3.0M | 36,606 | 0.9% |
| Coca Cola Femsa S A B de C VSP(KOF) | COM | 191241108 | $3.0M | 37,354 | 0.9% |
| ASE Technology Hldg Co LTD SPO(ASX) | COM | 00215W100 | $3.0M | 376,561 | 0.9% |
| Nucor Corp COM(NUE) | COM | 670346105 | $3.0M | 19,286 | 0.9% |
| Olin Corp COM PAR $1(OLN) | COM | 680665205 | $3.0M | 53,440 | 0.9% |
| Fomento Economico MEX(FMX) | COM | 344419106 | $3.0M | 31,093 | 0.9% |
| Berkshire Hathaway Inc del CL(BRK/B) | COM | 084670702 | $3.0M | 9,568 | 0.9% |
| Siemens A G Sponsored ADR(SIEB) | COM | 826197501 | $2.9M | 36,375 | 0.9% |
| APA Corporation COM(APA) | COM | 03743Q108 | $2.9M | 79,688 | 0.9% |
| Ishares TR Europe ETF(IEV) | COM | 464287861 | $2.8M | 56,339 | 0.9% |