FACTORY MUTUAL INSURANCE CO Diversified Active

CIK: 0000887818 · Show all filings

Period: Q4 2015 (← Previous) (Next →)

Filing Date: Jan 14, 2016

Total Value ($000): $7,434,231 (100.0% shares, 0.0% debt)

Holdings (182)

AAPL APPLE INC 3.2%
Value ($000) $239,572 Shares 2,276,000 Est. Cost $17.87 Unrealized +44.0%
JPM JPMORGAN CHASE & CO 2.6%
Value ($000) $193,042 Shares 2,923,550 Est. Cost $36.62 Unrealized +35.7%
VEU VANGUARD INTL EQUITY INDEX F 2.0%
Value ($000) $147,594 Shares 3,400,000 Est. Cost $47.60 Unrealized
MSFT MICROSOFT CORP 1.8%
Value ($000) $130,151 Shares 2,345,900 Est. Cost $27.65 Unrealized +66.1%
XOM EXXON MOBIL CORP 1.7%
Value ($000) $129,427 Shares 1,660,379 Est. Cost $53.79 Unrealized -4.4%
GENERAL ELECTRIC CO 1.7%
Value ($000) $124,116 Shares 3,984,450 Est. Cost $23.60 Unrealized
AMZN AMAZON COM INC 1.7%
Value ($000) $124,026 Shares 183,500 Est. Cost $14.38 Unrealized +119.2%
CVS CVS HEALTH CORP 1.7%
Value ($000) $123,484 Shares 1,263,000 Est. Cost $43.36 Unrealized +67.4%
JNJ JOHNSON & JOHNSON 1.6%
Value ($000) $122,268 Shares 1,190,300 Est. Cost $59.94 Unrealized +26.7%
WFC WELLS FARGO & CO NEW 1.6%
Value ($000) $120,448 Shares 2,215,755 Est. Cost $27.36 Unrealized +49.2%
PG PROCTER & GAMBLE CO 1.6%
Value ($000) $119,739 Shares 1,507,862 Est. Cost $55.05 Unrealized +5.2%
DIS DISNEY WALT CO 1.5%
Value ($000) $114,905 Shares 1,093,500 Est. Cost $58.61 Unrealized +74.4%
VGK VANGUARD INTL EQUITY INDEX F 1.4%
Value ($000) $106,993 Shares 2,145,000 Est. Cost $48.94 Unrealized
C CITIGROUP INC 1.4%
Value ($000) $105,046 Shares 2,029,869 Est. Cost $36.15 Unrealized +9.6%
SLB SCHLUMBERGER LTD 1.4%
Value ($000) $104,409 Shares 1,496,900 Est. Cost $57.30 Unrealized -2.1%
HD HOME DEPOT INC 1.3%
Value ($000) $95,881 Shares 725,000 Est. Cost $59.39 Unrealized +68.3%
CVX CHEVRON CORP NEW 1.3%
Value ($000) $95,699 Shares 1,063,800 Est. Cost $70.56 Unrealized -17.2%
PM PHILIP MORRIS INTL INC 1.3%
Value ($000) $93,422 Shares 1,062,700 Est. Cost $49.65 Unrealized +5.3%
ALLERGAN PLC 1.2%
Value ($000) $90,313 Shares 289,000 Est. Cost $302.21 Unrealized
VPL VANGUARD INTL EQUITY INDEX F 1.2%
Value ($000) $88,972 Shares 1,570,000 Est. Cost $57.22 Unrealized
META FACEBOOK INC 1.2%
Value ($000) $88,961 Shares 850,000 Est. Cost $69.40 Unrealized +47.0%
CSCO CISCO SYS INC 1.2%
Value ($000) $88,916 Shares 3,274,400 Est. Cost $15.96 Unrealized +26.3%
MDT MEDTRONIC PLC 1.1%
Value ($000) $81,797 Shares 1,063,400 Est. Cost $58.05 Unrealized +0.9%
BRK/B BERKSHIRE HATHAWAY INC DEL 1.1%
Value ($000) $81,469 Shares 617,000 Est. Cost $112.07 Unrealized +19.7%
PEP PEPSICO INC 1.1%
Value ($000) $81,295 Shares 813,600 Est. Cost $56.49 Unrealized +30.0%
VPU VANGUARD WORLD FDS 1.1%
Value ($000) $80,723 Shares 859,400 Est. Cost $89.62 Unrealized
PFE PFIZER INC 1.1%
Value ($000) $80,028 Shares 2,479,197 Est. Cost $16.46 Unrealized +23.8%
KO COCA COLA CO 1.1%
Value ($000) $79,601 Shares 1,852,900 Est. Cost $27.82 Unrealized +10.9%
USB US BANCORP DEL 1.1%
Value ($000) $78,150 Shares 1,831,500 Est. Cost $22.48 Unrealized +31.6%
HON HONEYWELL INTL INC 1.0%
Value ($000) $75,192 Shares 726,000 Est. Cost $57.74 Unrealized +28.6%
VZ VERIZON COMMUNICATIONS INC 1.0%
Value ($000) $71,963 Shares 1,556,966 Est. Cost $26.60 Unrealized +1.2%
CMCSA COMCAST CORP NEW 1.0%
Value ($000) $70,820 Shares 1,255,000 Est. Cost $16.12 Unrealized +47.4%
UNP UNION PAC CORP 0.9%
Value ($000) $70,615 Shares 903,000 Est. Cost $75.36 Unrealized -9.4%
T AT&T INC 0.9%
Value ($000) $69,834 Shares 2,029,466 Est. Cost $11.77 Unrealized +5.6%
MONSANTO CO NEW 0.9%
Value ($000) $69,053 Shares 700,900 Est. Cost $102.12 Unrealized
GS GOLDMAN SACHS GROUP INC 0.9%
Value ($000) $68,541 Shares 380,300 Est. Cost $127.76 Unrealized +18.3%
GILD GILEAD SCIENCES INC 0.9%
Value ($000) $68,202 Shares 674,000 Est. Cost $41.24 Unrealized +76.8%
LEN LENNAR CORP 0.9%
Value ($000) $65,539 Shares 1,340,000 Est. Cost $35.24 Unrealized +23.0%
ORCL ORACLE CORP 0.9%
Value ($000) $64,253 Shares 1,758,920 Est. Cost $29.82 Unrealized +10.0%
NKE NIKE INC 0.8%
Value ($000) $62,100 Shares 993,600 Est. Cost $42.59 Unrealized +33.0%
EWG ISHARES 0.8%
Value ($000) $61,547 Shares 2,350,000 Est. Cost $24.85 Unrealized
BROADCOM CORP 0.8%
Value ($000) $60,150 Shares 1,040,300 Est. Cost $37.40 Unrealized
ZBH ZIMMER BIOMET HLDGS INC 0.8%
Value ($000) $59,985 Shares 584,704 Est. Cost $76.06 Unrealized +18.4%
TE CONNECTIVITY LTD 0.8%
Value ($000) $58,706 Shares 908,619 Est. Cost $48.41 Unrealized
MRK MERCK & CO INC NEW 0.8%
Value ($000) $58,342 Shares 1,104,543 Est. Cost $30.39 Unrealized +21.0%
LOW LOWES COS INC 0.8%
Value ($000) $58,034 Shares 763,200 Est. Cost $42.70 Unrealized +44.5%
BLACKSTONE GROUP L P 0.8%
Value ($000) $58,030 Shares 1,984,600 Est. Cost $24.33 Unrealized
TMO THERMO FISHER SCIENTIFIC INC 0.8%
Value ($000) $57,336 Shares 404,200 Est. Cost $85.93 Unrealized +50.7%
SPG SIMON PPTY GROUP INC NEW 0.8%
Value ($000) $56,533 Shares 290,750 Est. Cost $88.49 Unrealized +30.9%
WYNDHAM WORLDWIDE CORP 0.7%
Value ($000) $55,548 Shares 764,600 Est. Cost $63.08 Unrealized
BAKER HUGHES INC 0.7%
Value ($000) $54,331 Shares 1,177,270 Est. Cost $55.26 Unrealized
BA BOEING CO 0.7%
Value ($000) $53,643 Shares 371,000 Est. Cost $96.65 Unrealized +33.3%
EXPRESS SCRIPTS HLDG CO 0.7%
Value ($000) $52,926 Shares 605,488 Est. Cost $66.23 Unrealized
BAC BANK AMER CORP 0.7%
Value ($000) $51,952 Shares 3,086,849 Est. Cost $10.13 Unrealized +33.8%
UNITED TECHNOLOGIES CORP 0.7%
Value ($000) $50,696 Shares 527,700 Est. Cost $95.78 Unrealized
AXP AMERICAN EXPRESS CO 0.7%
Value ($000) $49,777 Shares 715,700 Est. Cost $69.62 Unrealized -9.7%
XLF SELECT SECTOR SPDR TR 0.7%
Value ($000) $49,447 Shares 2,075,000 Est. Cost $19.45 Unrealized
QCOM QUALCOMM INC 0.7%
Value ($000) $49,120 Shares 982,700 Est. Cost $43.56 Unrealized -8.2%
VFC V F CORP 0.6%
Value ($000) $48,076 Shares 772,300 Est. Cost $53.40 Unrealized +16.9%
VWO VANGUARD INTL EQUITY INDEX F 0.6%
Value ($000) $47,920 Shares 1,465,000 Est. Cost $38.92 Unrealized
PRAXAIR INC 0.6%
Value ($000) $46,694 Shares 456,000 Est. Cost $114.95 Unrealized
V VISA INC 0.6%
Value ($000) $46,359 Shares 597,800 Est. Cost $57.16 Unrealized +26.3%
FDX FEDEX CORP 0.6%
Value ($000) $45,353 Shares 304,400 Est. Cost $84.63 Unrealized +56.3%
EWA ISHARES 0.6%
Value ($000) $44,082 Shares 2,325,000 Est. Cost $22.59 Unrealized
MCK MCKESSON CORP 0.6%
Value ($000) $43,963 Shares 222,900 Est. Cost $114.57 Unrealized +52.3%
CTSH COGNIZANT TECHNOLOGY SOLUTIO 0.6%
Value ($000) $43,815 Shares 730,000 Est. Cost $47.14 Unrealized +21.2%
TXN TEXAS INSTRS INC 0.6%
Value ($000) $40,976 Shares 747,600 Est. Cost $36.63 Unrealized +15.4%
FLEX FLEXTRONICS INTL LTD 0.5%
Value ($000) $40,840 Shares 3,643,200 Est. Cost $6.34 Unrealized +33.2%
TRV TRAVELERS COMPANIES INC 0.5%
Value ($000) $40,029 Shares 354,682 Est. Cost $63.44 Unrealized +40.1%
CELGENE CORP 0.5%
Value ($000) $39,581 Shares 330,500 Est. Cost $98.90 Unrealized
MO ALTRIA GROUP INC 0.5%
Value ($000) $39,210 Shares 673,600 Est. Cost $16.28 Unrealized +81.0%
SBUX STARBUCKS CORP 0.5%
Value ($000) $38,995 Shares 649,600 Est. Cost $33.99 Unrealized +45.3%
ETN EATON CORP PLC 0.5%
Value ($000) $38,684 Shares 743,347 Est. Cost $46.93 Unrealized -8.3%
AETNA INC NEW 0.5%
Value ($000) $38,350 Shares 354,700 Est. Cost $68.31 Unrealized
MCD MCDONALDS CORP 0.5%
Value ($000) $37,781 Shares 319,800 Est. Cost $71.49 Unrealized +22.0%
AMT AMERICAN TOWER CORP NEW 0.5%
Value ($000) $35,367 Shares 364,800 Est. Cost $59.47 Unrealized +27.7%
MDLZ MONDELEZ INTL INC 0.5%
Value ($000) $33,773 Shares 753,200 Est. Cost $24.84 Unrealized +42.8%
WELL WELLTOWER INC 0.5%
Value ($000) $33,634 Shares 494,400 Est. Cost $44.78 Unrealized -1.0%
BMY BRISTOL MYERS SQUIBB CO 0.4%
Value ($000) $33,217 Shares 482,877 Est. Cost $33.29 Unrealized +40.2%
ADI ANALOG DEVICES INC 0.4%
Value ($000) $32,975 Shares 596,082 Est. Cost $41.23 Unrealized +16.6%
KRE SPDR SERIES TRUST 0.4%
Value ($000) $32,698 Shares 780,000 Est. Cost $33.88 Unrealized
BIIB BIOGEN INC 0.4%
Value ($000) $32,075 Shares 104,700 Est. Cost $287.67 Unrealized -0.1%
NOC NORTHROP GRUMMAN CORP 0.4%
Value ($000) $31,966 Shares 169,300 Est. Cost $71.96 Unrealized +116.3%
VSS VANGUARD INTL EQUITY INDEX F 0.4%
Value ($000) $31,669 Shares 341,000 Est. Cost $91.03 Unrealized
ABT ABBOTT LABS 0.4%
Value ($000) $31,558 Shares 702,700 Est. Cost $28.85 Unrealized +26.7%
WMT WAL-MART STORES INC 0.4%
Value ($000) $31,011 Shares 505,892 Est. Cost $19.65 Unrealized -15.4%
PHM PULTE GROUP INC 0.4%
Value ($000) $31,007 Shares 1,740,000 Est. Cost $16.58 Unrealized -0.8%
MU MICRON TECHNOLOGY INC 0.4%
Value ($000) $30,515 Shares 2,155,000 Est. Cost $21.75 Unrealized -28.3%
INTC INTEL CORP 0.4%
Value ($000) $30,109 Shares 874,000 Est. Cost $17.60 Unrealized +51.4%
AMGN AMGEN INC 0.4%
Value ($000) $29,641 Shares 182,600 Est. Cost $88.47 Unrealized +31.7%
UNH UNITEDHEALTH GROUP INC 0.4%
Value ($000) $29,010 Shares 246,600 Est. Cost $53.90 Unrealized +84.2%
NSC NORFOLK SOUTHERN CORP 0.4%
Value ($000) $28,431 Shares 336,100 Est. Cost $58.27 Unrealized +18.6%
COST COSTCO WHSL CORP NEW 0.4%
Value ($000) $27,940 Shares 173,000 Est. Cost $91.81 Unrealized +44.7%
MA MASTERCARD INC 0.4%
Value ($000) $27,825 Shares 285,800 Est. Cost $71.20 Unrealized +29.5%
ITW ILLINOIS TOOL WKS INC 0.4%
Value ($000) $27,387 Shares 295,500 Est. Cost $49.85 Unrealized +43.2%
UAL UNITED CONTL HLDGS INC 0.4%
Value ($000) $27,349 Shares 477,300 Est. Cost $45.33 Unrealized +27.4%
ACN ACCENTURE PLC IRELAND 0.4%
Value ($000) $27,264 Shares 260,900 Est. Cost $63.46 Unrealized +41.8%
AMAT APPLIED MATLS INC 0.4%
Value ($000) $26,325 Shares 1,410,000 Est. Cost $20.46 Unrealized -24.6%
DU PONT E I DE NEMOURS & CO 0.4%
Value ($000) $26,101 Shares 391,900 Est. Cost $55.04 Unrealized
OMC OMNICOM GROUP INC 0.3%
Value ($000) $25,959 Shares 343,100 Est. Cost $40.92 Unrealized +27.1%
KIE SPDR SERIES TRUST 0.3%
Value ($000) $25,701 Shares 369,800 Est. Cost $55.53 Unrealized
REXNORD CORP NEW 0.3%
Value ($000) $24,726 Shares 1,364,569 Est. Cost $25.73 Unrealized
SPIRIT AEROSYSTEMS HLDGS INC 0.3%
Value ($000) $24,154 Shares 482,400 Est. Cost $24.09 Unrealized
VLO VALERO ENERGY CORP NEW 0.3%
Value ($000) $24,041 Shares 340,000 Est. Cost $27.69 Unrealized +64.3%
TIME WARNER CABLE INC 0.3%
Value ($000) $22,942 Shares 123,616 Est. Cost $121.63 Unrealized
CCI CROWN CASTLE INTL CORP NEW 0.3%
Value ($000) $22,802 Shares 263,764 Est. Cost $50.35 Unrealized +10.4%
ISRG INTUITIVE SURGICAL INC 0.3%
Value ($000) $22,666 Shares 41,500 Est. Cost $55.04 Unrealized +2.0%
CAMERON INTERNATIONAL CORP 0.3%
Value ($000) $22,449 Shares 355,200 Est. Cost $58.77 Unrealized
ABBV ABBVIE INC 0.3%
Value ($000) $21,925 Shares 370,100 Est. Cost $26.55 Unrealized +43.0%
E M C CORP MASS 0.3%
Value ($000) $21,828 Shares 850,000 Est. Cost $23.62 Unrealized
ECL ECOLAB INC 0.3%
Value ($000) $21,744 Shares 190,100 Est. Cost $80.98 Unrealized +29.9%
M MACYS INC 0.3%
Value ($000) $21,499 Shares 614,600 Est. Cost $46.34 Unrealized -6.5%
LLY LILLY ELI & CO 0.3%
Value ($000) $21,301 Shares 252,800 Est. Cost $44.05 Unrealized +58.2%
XLP SELECT SECTOR SPDR TR 0.3%
Value ($000) $21,206 Shares 420,000 Est. Cost $48.92 Unrealized
PEG PUBLIC SVC ENTERPRISE GROUP 0.3%
Value ($000) $20,893 Shares 540,000 Est. Cost $24.87 Unrealized +13.3%
CAT CATERPILLAR INC DEL 0.3%
Value ($000) $20,796 Shares 306,000 Est. Cost $61.61 Unrealized -11.4%
PNC PNC FINL SVCS GROUP INC 0.3%
Value ($000) $20,520 Shares 215,300 Est. Cost $47.77 Unrealized +40.7%
IBM INTERNATIONAL BUSINESS MACHS 0.3%
Value ($000) $20,395 Shares 148,200 Est. Cost $118.94 Unrealized -26.4%
TWENTY FIRST CENTY FOX INC 0.3%
Value ($000) $20,316 Shares 748,000 Est. Cost $31.78 Unrealized
OXY OCCIDENTAL PETE CORP DEL 0.2%
Value ($000) $18,255 Shares 270,000 Est. Cost $53.45 Unrealized 0.0%
CIGNA CORPORATION 0.2%
Value ($000) $17,560 Shares 120,000 Est. Cost $72.49 Unrealized
ZTS ZOETIS INC 0.2%
Value ($000) $17,527 Shares 365,762 Est. Cost $29.04 Unrealized +43.8%
F FORD MTR CO DEL 0.2%
Value ($000) $17,415 Shares 1,236,000 Est. Cost $7.69 Unrealized +8.5%
EEM ISHARES TR 0.2%
Value ($000) $17,383 Shares 540,000 Est. Cost $38.50 Unrealized
EMR EMERSON ELEC CO 0.2%
Value ($000) $16,975 Shares 354,900 Est. Cost $41.65 Unrealized -12.3%
WSM WILLIAMS SONOMA INC 0.2%
Value ($000) $16,939 Shares 290,000 Est. Cost $28.59 Unrealized -6.1%
A AGILENT TECHNOLOGIES INC 0.2%
Value ($000) $16,640 Shares 398,000 Est. Cost $28.43 Unrealized +25.5%
WDC WESTERN DIGITAL CORP 0.2%
Value ($000) $16,634 Shares 277,000 Est. Cost $56.53 Unrealized -23.0%
CRM SALESFORCE COM INC 0.2%
Value ($000) $16,354 Shares 208,600 Est. Cost $56.37 Unrealized +36.9%
BSX BOSTON SCIENTIFIC CORP 0.2%
Value ($000) $16,052 Shares 870,500 Est. Cost $16.56 Unrealized +8.2%
DVN DEVON ENERGY CORP NEW 0.2%
Value ($000) $16,000 Shares 500,000 Est. Cost $28.36 Unrealized 0.0%
CL COLGATE PALMOLIVE CO 0.2%
Value ($000) $15,549 Shares 233,400 Est. Cost $44.38 Unrealized +18.4%
XBI SPDR SERIES TRUST 0.2%
Value ($000) $15,437 Shares 219,900 Est. Cost $78.59 Unrealized
NATIONAL OILWELL VARCO INC 0.2%
Value ($000) $14,722 Shares 439,593 Est. Cost $69.30 Unrealized
AVAGO TECHNOLOGIES LTD 0.2%
Value ($000) $14,515 Shares 100,000 Est. Cost $141.12 Unrealized
MS MORGAN STANLEY 0.2%
Value ($000) $13,837 Shares 435,000 Est. Cost $22.18 Unrealized +12.7%
RAYTHEON CO 0.2%
Value ($000) $13,698 Shares 110,000 Est. Cost $76.87 Unrealized
GM GENERAL MTRS CO 0.2%
Value ($000) $13,516 Shares 397,400 Est. Cost $26.56 Unrealized +4.3%
PRGO PERRIGO CO PLC 0.2%
Value ($000) $13,023 Shares 90,000 Est. Cost $159.93 Unrealized -3.8%
SPDR SERIES TRUST 0.1%
Value ($000) $11,030 Shares 365,000 Est. Cost $30.22 Unrealized
D DOMINION RES INC VA NEW 0.1%
Value ($000) $10,822 Shares 160,000 Est. Cost $34.53 Unrealized +29.1%
TIFFANY & CO NEW 0.1%
Value ($000) $10,681 Shares 140,000 Est. Cost $78.67 Unrealized
WEATHERFORD INTL PLC 0.1%
Value ($000) $10,273 Shares 1,224,400 Est. Cost $12.30 Unrealized
KMI KINDER MORGAN INC DEL 0.1%
Value ($000) $10,146 Shares 680,000 Est. Cost $14.29 Unrealized 0.0%
HCA HCA HOLDINGS INC 0.1%
Value ($000) $10,144 Shares 150,000 Est. Cost $55.87 Unrealized +16.1%
RESTORATION HARDWARE HLDGS I 0.1%
Value ($000) $9,685 Shares 121,900 Est. Cost $94.97 Unrealized
CMG CHIPOTLE MEXICAN GRILL INC 0.1%
Value ($000) $9,597 Shares 20,000 Est. Cost $12.23 Unrealized 0.0%
STKL SUNOPTA INC 0.1%
Value ($000) $9,384 Shares 1,371,900 Est. Cost $8.87 Unrealized -30.1%
DE DEERE & CO 0.1%
Value ($000) $9,152 Shares 120,000 Est. Cost $68.04 Unrealized -4.4%
CDNS CADENCE DESIGN SYSTEM INC 0.1%
Value ($000) $8,856 Shares 425,550 Est. Cost $14.08 Unrealized +54.1%
EBAY EBAY INC 0.1%
Value ($000) $8,442 Shares 307,200 Est. Cost $19.86 Unrealized +23.7%
ALCOA INC 0.1%
Value ($000) $7,896 Shares 800,000 Est. Cost $10.87 Unrealized
FCX FREEPORT-MCMORAN INC 0.1%
Value ($000) $7,845 Shares 1,158,800 Est. Cost $19.97 Unrealized -56.8%
TYCO INTL PLC 0.1%
Value ($000) $7,504 Shares 235,300 Est. Cost $40.05 Unrealized
DISCOVERY COMMUNICATNS NEW 0.1%
Value ($000) $7,062 Shares 280,000 Est. Cost $37.28 Unrealized
DHR DANAHER CORP DEL 0.1%
Value ($000) $7,059 Shares 76,000 Est. Cost $25.01 Unrealized +52.9%
ADP AUTOMATIC DATA PROCESSING IN 0.1%
Value ($000) $6,693 Shares 79,000 Est. Cost $45.09 Unrealized +53.3%
ADBE ADOBE SYS INC 0.1%
Value ($000) $6,576 Shares 70,000 Est. Cost $82.95 Unrealized +8.3%
MPC MARATHON PETE CORP 0.1%
Value ($000) $6,480 Shares 125,000 Est. Cost $38.07 Unrealized 0.0%
JXI ISHARES TR 0.1%
Value ($000) $6,462 Shares 146,800 Est. Cost $43.95 Unrealized
HESS CORP 0.1%
Value ($000) $6,302 Shares 130,000 Est. Cost $48.48 Unrealized
MMM 3M CO 0.1%
Value ($000) $6,236 Shares 41,400 Est. Cost $61.26 Unrealized +50.3%
TXT TEXTRON INC 0.1%
Value ($000) $5,936 Shares 141,300 Est. Cost $26.70 Unrealized +52.6%
ALEXION PHARMACEUTICALS INC 0.1%
Value ($000) $5,150 Shares 27,000 Est. Cost $185.04 Unrealized
ULTA ULTA SALON COSMETCS & FRAG I 0.1%
Value ($000) $4,588 Shares 24,800 Est. Cost $164.62 Unrealized +5.0%
IDXX IDEXX LABS INC 0.1%
Value ($000) $4,399 Shares 60,320 Est. Cost $56.46 Unrealized +26.3%
SWK STANLEY BLACK & DECKER INC 0.1%
Value ($000) $4,056 Shares 38,000 Est. Cost $63.02 Unrealized +28.7%
CCL CARNIVAL CORP 0.1%
Value ($000) $3,814 Shares 70,000 Est. Cost $27.66 Unrealized +62.8%
PCAR PACCAR INC 0.0%
Value ($000) $3,621 Shares 76,400 Est. Cost $22.30 Unrealized +3.1%
MICHAEL KORS HLDGS LTD 0.0%
Value ($000) $3,605 Shares 90,000 Est. Cost $70.94 Unrealized
DISCOVERY COMMUNICATNS NEW 0.0%
Value ($000) $3,468 Shares 130,000 Est. Cost $56.13 Unrealized
BFH ALLIANCE DATA SYSTEMS CORP 0.0%
Value ($000) $3,236 Shares 11,700 Est. Cost $186.69 Unrealized +4.6%
MEDIVATION INC 0.0%
Value ($000) $2,949 Shares 61,000 Est. Cost $77.76 Unrealized
BRISTOW GROUP INC 0.0%
Value ($000) $2,797 Shares 108,000 Est. Cost $45.23 Unrealized
MYLAN N V 0.0%
Value ($000) $2,703 Shares 50,000 Est. Cost $59.35 Unrealized
AZO AUTOZONE INC 0.0%
Value ($000) $2,597 Shares 3,500 Est. Cost $628.12 Unrealized +21.5%
CITRIX SYS INC 0.0%
Value ($000) $2,118 Shares 28,000 Est. Cost $64.92 Unrealized
RIG TRANSOCEAN LTD 0.0%
Value ($000) $1,919 Shares 155,000 Est. Cost $48.54 Unrealized -70.3%
SOUTHWESTERN ENERGY CO 0.0%
Value ($000) $1,866 Shares 262,500 Est. Cost $33.66 Unrealized
BAX BAXTER INTL INC 0.0%
Value ($000) $1,515 Shares 39,700 Est. Cost $30.42 Unrealized +2.1%
ULTRA PETROLEUM CORP 0.0%
Value ($000) $852 Shares 340,900 Est. Cost $17.27 Unrealized
NUE NUCOR CORP 0.0%
Value ($000) $604 Shares 15,000 Est. Cost $32.41 Unrealized +0.1%