| Cummins Inc Common Stock(CMI) | COM | 231021106 | $2.7M | 20,200 | 49.4% |
| Conocophillips CMN(COP) | COM | 20825C104 | $2.4M | 35,000 | 44.8% |
| Cosan Limited CMN Class A(CSAN) | COM | G25343107 | $53.2K | 3,464,074 | 1.0% |
| Industrial Select Sect Spdr(XLI) | ETF | 81369Y704 | $40.2K | 867,270 | 0.7% |
| The Financial Select Sector Spdr Fund(XLF) | ETF | 81369Y605 | $38.3K | 1,924,728 | 0.7% |
| ISH MSI Eafe ETF(EFA) | ETF | 464287465 | $24.6K | 385,000 | 0.5% |
| JPMorgan Chase Co CMN(JPM) | COM | 46625H100 | $11.1K | 214,300 | 0.2% |
| Anheuserbusch Inbev SA Sponsored ADR CMN(BUD) | COM | 03524A108 | $6.2K | 62,900 | 0.1% |
| Morgan Stanley CMN(MS) | COM | 617446448 | $5.6K | 206,000 | 0.1% |
| Citigroup Inc CMN(C) | COM | 172967424 | $5.2K | 106,700 | 0.1% |
| Jetblue Airways Corporation CMN(JBLU) | COM | 477143101 | $4.8K | 714,000 | 0.1% |
| Ishares US Industrials ETF(IYJ) | ETF | 464287754 | $4.3K | 47,077 | 0.1% |
| Lorillard Inc | COM | 544147101 | $4.1K | 90,600 | 0.1% |
| EMC Corporation Mass CMN | COM | 268648102 | $4.0K | 157,000 | 0.1% |
| Goldman Sachs Group, Inc(the) CMN(GS) | COM | 38141G104 | $4.0K | 25,000 | 0.1% |
| Discover Financial Services CMN(DFSEUR) | COM | 254709108 | $3.8K | 74,506 | 0.1% |
| Bank of America Corp CMN(BAC) | COM | 060505104 | $3.8K | 272,500 | 0.1% |
| Apple, Inc CMN(AAPL) | COM | 037833100 | $3.6K | 7,500 | 0.1% |
| ABB LTD Sponsored ADR CMN(ABJA) | COM | 000375204 | $3.4K | 144,200 | 0.1% |
| Southwest Airlines Co CMN(LUV) | COM | 844741108 | $3.4K | 232,921 | 0.1% |
| CVS Caremark Corporation CMN(CVS) | COM | 126650100 | $3.2K | 56,504 | 0.1% |
| Timken Co CMN(TKR) | COM | 887389104 | $3.1K | 51,400 | 0.1% |
| Fedex Corp CMN(FDX) | COM | 31428X106 | $3.0K | 26,700 | 0.1% |
| BHP Billiton Limited Sponsored ADR CMN(BHP) | COM | 088606108 | $3.0K | 45,795 | 0.1% |
| Capital One Financial Corp CMN(COF) | COM | 14040H105 | $3.0K | 44,100 | 0.1% |
| CH Robinson Worldwide Inc CMN(CHRW) | COM | 12541W209 | $3.0K | 50,504 | 0.1% |
| Terex Corp (New) CMN(TEX) | COM | 880779103 | $2.9K | 85,100 | 0.1% |
| Seadrill LTD CMN | COM | G7945E105 | $2.8K | 61,400 | 0.1% |
| Companhia Siderurgica Nacional ADR(SID) | ADR | 20440W105 | $2.7K | 634,867 | 0.1% |
| The Mosaic Company CMN(MOS) | COM | 61945C103 | $2.7K | 62,700 | 0.0% |
| CBS Corporation CMN Class B | COM | 124857202 | $2.6K | 47,955 | 0.0% |
| Oshkosh Corporation CMN(OSK) | COM | 688239201 | $2.6K | 53,800 | 0.0% |
| The Goodyear Tire Rubber Co CMN(GT) | COM | 382550101 | $2.6K | 114,419 | 0.0% |
| Freeportmcmoran Copper Gold CMN(FCX) | COM | 35671D857 | $2.5K | 76,207 | 0.0% |
| Home Depot Inc COM STK(HD) | COM | 437076102 | $2.5K | 32,850 | 0.0% |
| Amex Health Care Select Sector 'spdr' Fund(XLV) | ETF | 81369Y209 | $2.4K | 48,305 | 0.0% |
| Caterpillar Inc (Delaware) CMN(CAT) | COM | 149123101 | $2.4K | 28,700 | 0.0% |
| Apache Corp CMN(9990302D) | COM | 037411105 | $2.3K | 27,403 | 0.0% |
| Navistar Intl Corp (New) CMN(NAV) | COM | 63934E108 | $2.3K | 63,700 | 0.0% |
| Laboratory Corporation of America Holdings CMN | COM | 50540R409 | $2.3K | 23,402 | 0.0% |
| Expeditors Intl Wash Inc CMN(EXPD) | COM | 302130109 | $2.3K | 52,000 | 0.0% |
| Emerson Electric Co CMN(EMR) | COM | 291011104 | $2.3K | 35,100 | 0.0% |
| Marathon Oil Corporation CMN(MRO*) | COM | 565849106 | $2.3K | 64,687 | 0.0% |
| Petroleo Brasileiro SA Petrobras Sponsored ADR CMN(PBR) | COM | 71654V408 | $2.2K | 144,688 | 0.0% |
| Flowserve Corporation CMN(FLS) | COM | 34354P105 | $2.2K | 35,900 | 0.0% |
| Amex Consumer Staples Select Fund 'spdr'(XLP) | ETF | 81369Y308 | $2.2K | 55,706 | 0.0% |
| United Rentals, Inc CMN(URI) | COM | 911363109 | $2.2K | 37,460 | 0.0% |
| Rockwell Automation Inc CMN(ROK) | COM | 773903109 | $2.2K | 20,300 | 0.0% |
| Ishares Trust Ishares Phlx Semiconductor ETF(SOXX) | ETF | 464287523 | $2.1K | 32,208 | 0.0% |
| SPX Corporation CMN | COM | 784635104 | $2.1K | 24,700 | 0.0% |