CRAMER ROSENTHAL MCGLYNN LLC Diversified Active

CIK: 0000820743 · Show all filings

Period: Q3 2014 (← Previous) (Next →)

Filing Date: Nov 13, 2014

Total Value ($000): $10,020,038 (100.0% shares, 0.0% debt)

Holdings (237)

PVH PVH CORPORATION 2.7%
Value ($000) $269,812 Shares 2,227,089 Est. Cost $118.60 Unrealized -2.8%
RF REGIONS FINANCIAL CORP 2.1%
Value ($000) $213,926 Shares 21,307,367 Est. Cost $7.04 Unrealized -1.9%
SUNTRUST BANKS INC. 2.0%
Value ($000) $200,961 Shares 5,284,283 Est. Cost $33.24 Unrealized
TYCO INTERNATIONAL LTD - NEW 2.0%
Value ($000) $200,647 Shares 4,501,842 Est. Cost $33.13 Unrealized
CRANE COMPANY 2.0%
Value ($000) $197,730 Shares 3,128,140 Est. Cost $70.16 Unrealized
PTC PTC INC 1.8%
Value ($000) $177,802 Shares 4,818,495 Est. Cost $26.00 Unrealized +47.1%
STT STATE STREET CORP 1.7%
Value ($000) $172,571 Shares 2,344,391 Est. Cost $45.06 Unrealized +15.5%
AWK AMERICAN WATER WORKS 1.7%
Value ($000) $170,965 Shares 3,544,778 Est. Cost $31.88 Unrealized +22.3%
HUN HUNTSMAN CORP 1.7%
Value ($000) $168,702 Shares 6,491,034 Est. Cost $19.54 Unrealized +39.5%
HOSPIRA INC 1.6%
Value ($000) $164,166 Shares 3,155,209 Est. Cost $39.04 Unrealized
WHITING PETROLEUM CORP 1.6%
Value ($000) $155,433 Shares 2,004,295 Est. Cost $58.83 Unrealized
PALL CORP 1.5%
Value ($000) $150,187 Shares 1,794,350 Est. Cost $71.88 Unrealized
APD AIR PRODUCTS & CHEMICALS 1.5%
Value ($000) $146,798 Shares 1,127,652 Est. Cost $72.35 Unrealized +27.8%
MSM MSC INDUSTRIAL DIRECT 1.4%
Value ($000) $139,121 Shares 1,627,909 Est. Cost $79.84 Unrealized +11.6%
EXELIS INC 1.4%
Value ($000) $138,076 Shares 8,347,998 Est. Cost $18.80 Unrealized
CBS CORP CLASS B 1.4%
Value ($000) $136,114 Shares 2,544,188 Est. Cost $53.19 Unrealized
HIG HARTFORD FINANCIAL SERVICES 1.3%
Value ($000) $131,484 Shares 3,529,765 Est. Cost $26.84 Unrealized +6.1%
CITY NATIONAL CORPORATION 1.3%
Value ($000) $130,749 Shares 1,727,878 Est. Cost $75.70 Unrealized
FMC FMC CORP 1.3%
Value ($000) $126,781 Shares 2,216,830 Est. Cost $40.72 Unrealized +8.9%
VERINT SYSTEMS INC 1.3%
Value ($000) $126,586 Shares 2,276,326 Est. Cost $43.91 Unrealized
E TRADE FINANCIAL CORP 1.2%
Value ($000) $124,558 Shares 5,513,875 Est. Cost $21.75 Unrealized
FHN FIRST HORIZON NATIONAL CORP 1.2%
Value ($000) $122,317 Shares 9,960,658 Est. Cost $8.29 Unrealized +1.5%
INGRAM MICRO INC 1.2%
Value ($000) $120,530 Shares 4,669,895 Est. Cost $25.81 Unrealized
GAP GAP INC 1.2%
Value ($000) $120,060 Shares 2,879,826 Est. Cost $27.10 Unrealized +5.9%
PNR PENTAIR PLC 1.2%
Value ($000) $117,242 Shares 1,790,232 Est. Cost $41.15 Unrealized -7.4%
AIRGAS INC 1.2%
Value ($000) $117,198 Shares 1,059,182 Est. Cost $99.11 Unrealized
MHK MOHAWK INDUSTRIES INC 1.2%
Value ($000) $117,100 Shares 868,567 Est. Cost $136.56 Unrealized +0.7%
KEY KEY CORP. 1.1%
Value ($000) $112,901 Shares 8,469,676 Est. Cost $6.49 Unrealized +35.9%
ZTS ZOETIS INC 1.1%
Value ($000) $111,731 Shares 3,023,833 Est. Cost $28.91 Unrealized +8.3%
CCJ CAMECO CORP 1.1%
Value ($000) $111,296 Shares 6,302,163 Est. Cost $17.48 Unrealized -0.8%
JNJ JOHNSON & JOHNSON 1.1%
Value ($000) $106,763 Shares 1,001,626 Est. Cost $66.14 Unrealized +14.3%
UNM UNUM GROUP 1.0%
Value ($000) $102,594 Shares 2,984,119 Est. Cost $34.43 Unrealized +2.1%
GNRC GENERAC HLDGS INC 1.0%
Value ($000) $99,635 Shares 2,457,705 Est. Cost $52.60 Unrealized -14.9%
BR BROADRIDGE FINANCIAL SOLUTIONS 1.0%
Value ($000) $99,251 Shares 2,384,118 Est. Cost $23.92 Unrealized +41.6%
AXIALL CORP 1.0%
Value ($000) $95,462 Shares 2,665,791 Est. Cost $47.27 Unrealized
PFE PFIZER INC. 0.9%
Value ($000) $94,272 Shares 3,188,090 Est. Cost $16.54 Unrealized +5.5%
WEATHERFORD INTERNATIONAL PLC 0.9%
Value ($000) $87,044 Shares 4,184,811 Est. Cost $23.00 Unrealized
NUANCE COMMUNICATIONS INC 0.8%
Value ($000) $84,280 Shares 5,467,390 Est. Cost $17.56 Unrealized
STERIS CORP 0.8%
Value ($000) $82,644 Shares 1,531,581 Est. Cost $46.70 Unrealized
GWW W.W. GRAINGER INC 0.8%
Value ($000) $82,167 Shares 326,513 Est. Cost $203.85 Unrealized 0.0%
ANN INC. 0.8%
Value ($000) $79,225 Shares 1,926,209 Est. Cost $37.67 Unrealized
MSI MOTOROLA SOLUTIONS INC 0.8%
Value ($000) $78,163 Shares 1,235,189 Est. Cost $52.13 Unrealized 0.0%
JPM JP MORGAN CHASE 0.8%
Value ($000) $76,515 Shares 1,270,172 Est. Cost $36.60 Unrealized +17.9%
OII OCEANEERING INTL INC 0.7%
Value ($000) $74,095 Shares 1,136,943 Est. Cost $72.23 Unrealized -4.4%
NDAQ NASDAQ OMX GROUP 0.7%
Value ($000) $70,754 Shares 1,667,948 Est. Cost $11.22 Unrealized +4.0%
ST JUDE MEDICAL CORP 0.7%
Value ($000) $70,690 Shares 1,175,619 Est. Cost $45.63 Unrealized
SNA SNAP ON INC 0.7%
Value ($000) $70,056 Shares 578,590 Est. Cost $69.06 Unrealized +37.5%
TKR TIMKEN COMPANY 0.7%
Value ($000) $70,032 Shares 1,652,082 Est. Cost $42.08 Unrealized +9.4%
COOPER COMPANIES INC 0.7%
Value ($000) $70,019 Shares 449,563 Est. Cost $125.10 Unrealized
WALGREEN CO. 0.7%
Value ($000) $69,655 Shares 1,175,217 Est. Cost $65.39 Unrealized
WCC WESCO INTERNATIONAL INC 0.7%
Value ($000) $69,407 Shares 886,871 Est. Cost $70.64 Unrealized +13.8%
CAH CARDINAL HEALTH INC 0.7%
Value ($000) $68,047 Shares 908,261 Est. Cost $39.32 Unrealized +35.6%
HWC HANCOCK HOLDING 0.7%
Value ($000) $67,474 Shares 2,105,262 Est. Cost $30.78 Unrealized +8.4%
BKU BANKUNITED INC 0.7%
Value ($000) $66,490 Shares 2,180,724 Est. Cost $23.15 Unrealized -1.9%
ASHLAND INC 0.7%
Value ($000) $65,910 Shares 633,139 Est. Cost $104.10 Unrealized
NI NISOURCE INC 0.7%
Value ($000) $65,453 Shares 1,597,183 Est. Cost $7.89 Unrealized +35.7%
AOL INC 0.6%
Value ($000) $64,826 Shares 1,442,186 Est. Cost $39.79 Unrealized
QIAGEN NV 0.6%
Value ($000) $63,770 Shares 2,800,635 Est. Cost $21.64 Unrealized
XYL XYLEM INC 0.6%
Value ($000) $63,212 Shares 1,781,110 Est. Cost $32.24 Unrealized -0.3%
TREEHOUSE FOODS INC 0.6%
Value ($000) $62,701 Shares 778,890 Est. Cost $80.50 Unrealized
CAREFUSION CORP 0.6%
Value ($000) $62,281 Shares 1,376,369 Est. Cost $36.85 Unrealized
DOV DOVER CORP 0.6%
Value ($000) $61,423 Shares 764,639 Est. Cost $40.50 Unrealized +41.8%
CCK CROWN HOLDINGS INC 0.6%
Value ($000) $59,288 Shares 1,331,725 Est. Cost $41.28 Unrealized +10.8%
RPM RPM INTERNATIONAL 0.6%
Value ($000) $58,869 Shares 1,285,905 Est. Cost $33.77 Unrealized +35.9%
DHR DANAHER CORP 0.6%
Value ($000) $58,826 Shares 774,226 Est. Cost $31.13 Unrealized +0.1%
DLTR DOLLAR TREE INC 0.6%
Value ($000) $58,166 Shares 1,037,387 Est. Cost $55.14 Unrealized -0.0%
MTN VAIL RESORTS 0.6%
Value ($000) $58,053 Shares 669,120 Est. Cost $69.71 Unrealized +13.9%
GOOGLE INC CLASS A 0.6%
Value ($000) $55,506 Shares 94,333 Est. Cost $584.67 Unrealized
CATALENT INC 0.5%
Value ($000) $54,699 Shares 2,185,351 Est. Cost $25.03 Unrealized
CBS OUTDOOR AMERICAS INC 0.5%
Value ($000) $54,373 Shares 1,816,050 Est. Cost $31.67 Unrealized
M MACY`S INC 0.5%
Value ($000) $53,445 Shares 918,613 Est. Cost $48.46 Unrealized +22.3%
UMPQUA HOLDINGS CORPORATION 0.5%
Value ($000) $51,919 Shares 3,152,319 Est. Cost $18.88 Unrealized
PG PROCTER & GAMBLE 0.5%
Value ($000) $50,475 Shares 602,763 Est. Cost $58.69 Unrealized +1.8%
NORTHEAST UTILITIES 0.5%
Value ($000) $50,059 Shares 1,129,989 Est. Cost $42.02 Unrealized
IVZ INVESCO PLC 0.5%
Value ($000) $49,617 Shares 1,256,774 Est. Cost $18.88 Unrealized +27.1%
REGIS CORP 0.5%
Value ($000) $49,588 Shares 3,107,035 Est. Cost $15.49 Unrealized
NWL NEWELL RUBBERMAID 0.5%
Value ($000) $49,428 Shares 1,436,434 Est. Cost $16.80 Unrealized +27.7%
ETN EATON CORP PLC 0.5%
Value ($000) $48,722 Shares 768,842 Est. Cost $48.18 Unrealized +12.4%
ITT CORP 0.5%
Value ($000) $48,700 Shares 1,083,665 Est. Cost $45.03 Unrealized
TFSL TFS FINANCIAL CORP 0.5%
Value ($000) $48,379 Shares 3,378,409 Est. Cost $5.61 Unrealized +29.1%
OXY OCCIDENTAL PETROLEUM CORP. 0.5%
Value ($000) $46,469 Shares 483,297 Est. Cost $57.83 Unrealized +17.6%
COOPER TIRE AND RUBBER 0.5%
Value ($000) $46,340 Shares 1,614,644 Est. Cost $24.29 Unrealized
SEMGROUP CORPORATION 0.5%
Value ($000) $45,254 Shares 543,466 Est. Cost $54.43 Unrealized
BURGER KING WORLDWIDE INC 0.4%
Value ($000) $44,374 Shares 1,496,104 Est. Cost $23.64 Unrealized
SHOO STEVE MADDEN LTD 0.4%
Value ($000) $43,982 Shares 1,364,625 Est. Cost $19.77 Unrealized -2.3%
TECHNE CORP 0.4%
Value ($000) $43,935 Shares 469,644 Est. Cost $70.01 Unrealized
AAPL APPLE INC 0.4%
Value ($000) $43,614 Shares 432,889 Est. Cost $18.40 Unrealized +17.6%
HERTZ GLOBAL HOLDINGS INC 0.4%
Value ($000) $43,337 Shares 1,706,855 Est. Cost $28.62 Unrealized
TILE INTERFACE INC 0.4%
Value ($000) $43,112 Shares 2,671,103 Est. Cost $17.54 Unrealized -1.6%
AFG AMERICAN FINL GROUP INC 0.4%
Value ($000) $41,709 Shares 720,484 Est. Cost $21.06 Unrealized +25.9%
MDU MDU RESOURCES GROUP 0.4%
Value ($000) $40,705 Shares 1,463,667 Est. Cost $7.98 Unrealized +5.1%
MDLZ MONDELEZ INTERNATIONAL INC 0.4%
Value ($000) $39,320 Shares 1,147,528 Est. Cost $23.16 Unrealized +22.3%
QUESTAR CORPORATION 0.4%
Value ($000) $38,311 Shares 1,718,747 Est. Cost $22.99 Unrealized
VRA VERA BRADLEY INC 0.4%
Value ($000) $37,070 Shares 1,792,538 Est. Cost $22.09 Unrealized -4.7%
LECO LINCOLN ELECTRIC HOLDINGS 0.4%
Value ($000) $35,966 Shares 520,232 Est. Cost $58.10 Unrealized +19.8%
PREMIER INC 0.4%
Value ($000) $35,683 Shares 1,085,925 Est. Cost $31.45 Unrealized
ASCENA RETAIL GROUP INC 0.4%
Value ($000) $35,611 Shares 2,677,528 Est. Cost $13.30 Unrealized
CNMD CONMED CORP 0.4%
Value ($000) $35,326 Shares 958,907 Est. Cost $28.20 Unrealized +23.1%
HEADWATERS INC 0.3%
Value ($000) $34,690 Shares 2,766,321 Est. Cost $13.25 Unrealized
MANITOWOC COMPANY INC 0.3%
Value ($000) $34,656 Shares 1,477,860 Est. Cost $23.45 Unrealized
MCHP MICROCHIP TECHNOLOGY INC 0.3%
Value ($000) $34,579 Shares 732,144 Est. Cost $13.83 Unrealized +36.5%
SIX FLAGS ENTERTAINMENT CORP 0.3%
Value ($000) $30,258 Shares 879,853 Est. Cost $40.58 Unrealized
BOH BANK OF HAWAII CORP 0.3%
Value ($000) $29,334 Shares 516,350 Est. Cost $36.03 Unrealized +7.3%
ICE INTERCONTINENTAL EXCHANGE GROUP 0.3%
Value ($000) $28,880 Shares 148,066 Est. Cost $33.47 Unrealized -1.0%
UIL HOLDINGS CORP 0.3%
Value ($000) $27,195 Shares 768,229 Est. Cost $38.25 Unrealized
FICO FAIR ISAAC CORP 0.3%
Value ($000) $27,169 Shares 493,080 Est. Cost $47.52 Unrealized +23.8%
EOG EOG RESOURCES INC 0.3%
Value ($000) $26,933 Shares 271,999 Est. Cost $56.24 Unrealized +41.1%
PLCE CHILDREN`S PLACE INC 0.3%
Value ($000) $26,171 Shares 549,129 Est. Cost $52.16 Unrealized -3.0%
BAC BANK OF AMERICA CORP 0.3%
Value ($000) $25,423 Shares 1,491,110 Est. Cost $12.57 Unrealized 0.0%
MB FINANCIAL INC 0.3%
Value ($000) $25,273 Shares 913,050 Est. Cost $27.68 Unrealized
FCN FTI CONSULTING INC 0.3%
Value ($000) $25,200 Shares 720,825 Est. Cost $35.47 Unrealized +4.1%
KFRC KFORCE INC 0.2%
Value ($000) $24,046 Shares 1,228,700 Est. Cost $15.84 Unrealized +27.7%
UMBF UMB FINANCIAL CORP 0.2%
Value ($000) $24,029 Shares 440,490 Est. Cost $52.78 Unrealized +9.3%
KRISPY KREME DOUGHNUTS INC 0.2%
Value ($000) $24,010 Shares 1,399,200 Est. Cost $17.47 Unrealized
WBS WEBSTER FINANCIAL CORP 0.2%
Value ($000) $23,469 Shares 805,396 Est. Cost $30.44 Unrealized -2.3%
CIRCOR INTERNATIONAL 0.2%
Value ($000) $23,412 Shares 347,726 Est. Cost $54.27 Unrealized
GOOGLE INC CLASS C 0.2%
Value ($000) $22,745 Shares 39,395 Est. Cost $575.28 Unrealized
GENERAL ELECTRIC CO 0.2%
Value ($000) $22,440 Shares 875,860 Est. Cost $24.05 Unrealized
MOBILE MINI INC 0.2%
Value ($000) $22,035 Shares 630,125 Est. Cost $33.70 Unrealized
INVESTORS BANCORP INC - NEW 0.2%
Value ($000) $22,008 Shares 2,172,529 Est. Cost $10.99 Unrealized
MULTIMEDIA GAMES HOLDING COMPANY 0.2%
Value ($000) $20,660 Shares 573,737 Est. Cost $30.79 Unrealized
ALLERGAN INC. 0.2%
Value ($000) $20,639 Shares 115,825 Est. Cost $178.19 Unrealized
NWE NORTHWESTERN CORP 0.2%
Value ($000) $20,570 Shares 453,490 Est. Cost $24.78 Unrealized +22.2%
MA MASTERCARD INC 0.2%
Value ($000) $20,217 Shares 273,495 Est. Cost $71.09 Unrealized +0.0%
OM GROUP INC 0.2%
Value ($000) $20,109 Shares 774,922 Est. Cost $31.37 Unrealized
WGO WINNEBAGO INDUSTRIES INC. 0.2%
Value ($000) $19,827 Shares 910,750 Est. Cost $25.39 Unrealized -3.7%
MET METLIFE INC 0.2%
Value ($000) $19,799 Shares 368,555 Est. Cost $25.21 Unrealized +32.0%
OASIS PETROLEUM INC 0.2%
Value ($000) $19,274 Shares 460,995 Est. Cost $39.11 Unrealized
MGRC MCGRATH RENTCORP 0.2%
Value ($000) $19,256 Shares 563,027 Est. Cost $32.27 Unrealized +13.2%
BRKR BRUKER CORP 0.2%
Value ($000) $19,226 Shares 1,038,383 Est. Cost $18.56 Unrealized +10.6%
FIRST MIDWEST BANCORP 0.2%
Value ($000) $18,923 Shares 1,176,075 Est. Cost $13.96 Unrealized
WTS WATTS WATER TECHNOLOGIES INC 0.2%
Value ($000) $18,841 Shares 323,452 Est. Cost $57.79 Unrealized +5.8%
BROADCOM CORP 0.2%
Value ($000) $18,826 Shares 465,770 Est. Cost $40.42 Unrealized
SYMETRA FINANCIAL CORP 0.2%
Value ($000) $18,617 Shares 798,000 Est. Cost $18.24 Unrealized
SWX SOUTHWEST GAS CORP 0.2%
Value ($000) $18,090 Shares 372,375 Est. Cost $48.72 Unrealized +4.8%
OIS OIL STATES INTERNATIONAL INC 0.2%
Value ($000) $18,045 Shares 291,525 Est. Cost $62.75 Unrealized 0.0%
GEO GEO GROUP INC 0.2%
Value ($000) $17,588 Shares 460,188 Est. Cost $12.24 Unrealized +9.9%
HON HONEYWELL INTL INC 0.2%
Value ($000) $17,518 Shares 188,121 Est. Cost $53.13 Unrealized +26.3%
GBCI GLACIER BANCORP INC 0.2%
Value ($000) $17,444 Shares 674,550 Est. Cost $18.27 Unrealized +1.1%
BC BRUNSWICK CORP 0.2%
Value ($000) $17,409 Shares 413,125 Est. Cost $26.84 Unrealized +30.9%
UNION BANKSHARES CORPORATION 0.2%
Value ($000) $16,607 Shares 718,900 Est. Cost $25.65 Unrealized
CIEN CIENA CORP 0.2%
Value ($000) $16,394 Shares 980,475 Est. Cost $20.34 Unrealized -3.7%
G & K SERVICES INC 0.2%
Value ($000) $15,948 Shares 287,972 Est. Cost $48.06 Unrealized
VCA INC 0.2%
Value ($000) $15,751 Shares 400,476 Est. Cost $28.50 Unrealized
EL ESTEE LAUDER COMPANIES - CL A 0.2%
Value ($000) $15,726 Shares 210,470 Est. Cost $58.33 Unrealized +11.6%
TE CONNECTIVITY LTD 0.2%
Value ($000) $15,596 Shares 282,070 Est. Cost $60.26 Unrealized
JBTM JOHN BEAN TECHNOLOGIES CORP 0.2%
Value ($000) $15,472 Shares 550,025 Est. Cost $28.61 Unrealized -4.8%
RBC RBC BEARINGS INC 0.2%
Value ($000) $15,434 Shares 272,206 Est. Cost $52.37 Unrealized +15.2%
NPO ENPRO INDUSTRIES INC 0.2%
Value ($000) $15,145 Shares 250,200 Est. Cost $70.93 Unrealized -4.0%
ANADARKO PETROLEUM CORP. 0.1%
Value ($000) $14,379 Shares 141,750 Est. Cost $109.47 Unrealized
BARNES GROUP INC 0.1%
Value ($000) $14,297 Shares 471,061 Est. Cost $29.99 Unrealized
BRAVO BRIO RESTAURANT GROUP 0.1%
Value ($000) $14,236 Shares 1,097,575 Est. Cost $12.97 Unrealized
SUPER MICRO COMPUTER INC 0.1%
Value ($000) $13,987 Shares 475,440 Est. Cost $12.07 Unrealized
SAPIENT CORP 0.1%
Value ($000) $13,924 Shares 994,571 Est. Cost $13.95 Unrealized
TER TERADYNE INC 0.1%
Value ($000) $12,195 Shares 628,950 Est. Cost $15.55 Unrealized +16.7%
AYI ACUITY BRANDS INC 0.1%
Value ($000) $12,141 Shares 103,145 Est. Cost $70.97 Unrealized +60.1%
CHESAPEAKE LODGING TRUST 0.1%
Value ($000) $11,839 Shares 406,125 Est. Cost $20.79 Unrealized
PRGO PERRIGO CO PLC 0.1%
Value ($000) $11,685 Shares 77,800 Est. Cost $149.11 Unrealized 0.0%
YUM YUM BRANDS INC 0.1%
Value ($000) $11,071 Shares 153,800 Est. Cost $42.91 Unrealized 0.0%
BRIGHTCOVE 0.1%
Value ($000) $10,790 Shares 1,933,645 Est. Cost $9.11 Unrealized
VITAMIN SHOPPE INC. 0.1%
Value ($000) $10,354 Shares 233,260 Est. Cost $52.01 Unrealized
NSRGY NESTLE SA ADR 0.1%
Value ($000) $9,507 Shares 129,310 Est. Cost $73.40 Unrealized
CPF CENTRAL PACIFIC FINANCIAL COMPANY 0.1%
Value ($000) $8,961 Shares 499,800 Est. Cost $12.07 Unrealized 0.0%
PCTY PAYLOCITY HOLDING CORP 0.1%
Value ($000) $8,678 Shares 441,650 Est. Cost $19.72 Unrealized +9.0%
QUANTUM CORPORATION 0.1%
Value ($000) $8,169 Shares 7,041,825 Est. Cost $1.37 Unrealized
POWERSHARES DB US DOLLAR INDEX 0.1%
Value ($000) $7,694 Shares 336,410 Est. Cost $21.94 Unrealized
GILD GILEAD SCIENCE INC 0.1%
Value ($000) $7,082 Shares 66,530 Est. Cost $54.33 Unrealized +25.2%
DISH NETWORK CORPORATION 0.1%
Value ($000) $6,401 Shares 99,125 Est. Cost $64.90 Unrealized
TIME WARNER CABLE - A 0.1%
Value ($000) $6,188 Shares 43,125 Est. Cost $143.49 Unrealized
VVX VECTRUS INC 0.1%
Value ($000) $5,890 Shares 301,606 Est. Cost $22.23 Unrealized 0.0%
TLT ISHARES BARCLAYS 20 YEAR TREASURY 0.1%
Value ($000) $5,834 Shares 50,175 Est. Cost $116.27 Unrealized
THO THOR INDUSTRIES INC 0.0%
Value ($000) $4,038 Shares 78,400 Est. Cost $41.10 Unrealized +4.0%
EUO PROSHARES ULTRASHORT EURO 0.0%
Value ($000) $3,387 Shares 169,700 Est. Cost $19.40 Unrealized
PEP PEPSICO INC 0.0%
Value ($000) $3,342 Shares 35,905 Est. Cost $56.12 Unrealized +15.6%
DRI DARDEN RESTAURANTS INC 0.0%
Value ($000) $3,088 Shares 60,000 Est. Cost $31.33 Unrealized -3.3%
RIG TRANSOCEAN INC 0.0%
Value ($000) $3,037 Shares 95,000 Est. Cost $47.22 Unrealized -17.1%
MFIN MEDALLION FINANCIAL CORP 0.0%
Value ($000) $2,915 Shares 250,000 Est. Cost $9.85 Unrealized -19.1%
ADP AUTOMATIC DATA PROCESSING 0.0%
Value ($000) $2,904 Shares 34,950 Est. Cost $45.09 Unrealized +24.8%
STAPLES 0.0%
Value ($000) $2,299 Shares 190,000 Est. Cost $11.34 Unrealized
FLR FLUOR CORP 0.0%
Value ($000) $2,045 Shares 30,613 Est. Cost $57.29 Unrealized +14.6%
KFY KORN/FERRY INTERNATIONAL 0.0%
Value ($000) $1,808 Shares 72,600 Est. Cost $14.64 Unrealized +72.0%
GT GOODYEAR TIRE & RUBR CO 0.0%
Value ($000) $1,299 Shares 57,500 Est. Cost $13.66 Unrealized +88.0%
FLXS FLEXSTEEL INDUSTRIES INC 0.0%
Value ($000) $1,256 Shares 37,248 Est. Cost $16.27 Unrealized +56.7%
SKYW SKYWEST INC 0.0%
Value ($000) $1,247 Shares 160,236 Est. Cost $13.40 Unrealized -24.4%
PSX PHILLIPS 66 0.0%
Value ($000) $1,155 Shares 14,200 Est. Cost $37.50 Unrealized +46.9%
PENN PENN NATIONAL GAMING 0.0%
Value ($000) $1,121 Shares 100,000 Est. Cost $12.62 Unrealized -10.6%
VLO VALERO ENERGY 0.0%
Value ($000) $1,050 Shares 22,700 Est. Cost $22.41 Unrealized +45.6%
MPC MARATHON PETROLEUM CORP 0.0%
Value ($000) $965 Shares 11,400 Est. Cost $24.39 Unrealized +23.2%
TESORO CORP 0.0%
Value ($000) $957 Shares 15,700 Est. Cost $43.95 Unrealized
XOM EXXON MOBIL CORPORATION 0.0%
Value ($000) $917 Shares 9,750 Est. Cost $53.69 Unrealized +14.6%
UNF UNIFIRST CORP 0.0%
Value ($000) $898 Shares 9,293 Est. Cost $88.55 Unrealized +7.0%
HOLLYFRONTIER CORP 0.0%
Value ($000) $817 Shares 18,700 Est. Cost $42.09 Unrealized
IBM INTERNATIONAL BUSINESS MACHINES 0.0%
Value ($000) $772 Shares 4,065 Est. Cost $118.83 Unrealized -3.8%
PBF PBF ENERGY INC-CLASS A 0.0%
Value ($000) $720 Shares 30,000 Est. Cost $26.72 Unrealized -1.4%
CNTY CENTURY CASINOS INC 0.0%
Value ($000) $713 Shares 139,000 Est. Cost $5.59 Unrealized -3.7%
DELHAIZE GROUP ADR 0.0%
Value ($000) $692 Shares 40,000 Est. Cost $27.49 Unrealized
BED BATH & BEYOND INC 0.0%
Value ($000) $658 Shares 10,000 Est. Cost $75.72 Unrealized
DXYN DIXIE GROUP INC 0.0%
Value ($000) $607 Shares 70,000 Est. Cost $11.76 Unrealized -23.5%
ALTRA HOLDINGS INC 0.0%
Value ($000) $583 Shares 20,000 Est. Cost $34.20 Unrealized
CRAI CRA INTL INC 0.0%
Value ($000) $536 Shares 21,079 Est. Cost $17.30 Unrealized +28.5%
UNITED TECHNOLOGIES CORP 0.0%
Value ($000) $493 Shares 4,670 Est. Cost $92.97 Unrealized
TIFFANY & CO 0.0%
Value ($000) $482 Shares 5,000 Est. Cost $92.80 Unrealized
AVAL GRUPO AVAL ACCIONES Y VALORE ADR 0.0%
Value ($000) $480 Shares 35,400 Est. Cost $13.56 Unrealized
CORESITE REALTY CORP 0.0%
Value ($000) $444 Shares 13,500 Est. Cost $31.78 Unrealized
UPBD RENT-A-CENTER INC 0.0%
Value ($000) $413 Shares 13,600 Est. Cost $34.61 Unrealized -22.3%
CUMULUS MEDIA 0.0%
Value ($000) $403 Shares 100,000 Est. Cost $3.39 Unrealized
RICK RCI HOSPITALITY HOLDINGS 0.0%
Value ($000) $358 Shares 32,500 Est. Cost $11.36 Unrealized 0.0%
KO COCA COLA CO 0.0%
Value ($000) $341 Shares 8,000 Est. Cost $27.85 Unrealized +3.6%
WSM WILLIAMS SONOMA 0.0%
Value ($000) $333 Shares 5,000 Est. Cost $20.11 Unrealized +32.1%
INFY INFOSYS LTD -SP ADR 0.0%
Value ($000) $287 Shares 4,750 Est. Cost $53.77 Unrealized
WILC G. WILLI-FOOD INTERNATIONAL 0.0%
Value ($000) $283 Shares 40,000 Est. Cost $7.75 Unrealized -6.2%
TUMI HOLDINGS INC 0.0%
Value ($000) $171 Shares 8,391 Est. Cost $24.00 Unrealized
DIT AMCON DISTRIBUTING CO 0.0%
Value ($000) $151 Shares 1,779 Est. Cost $64.77 Unrealized +4.4%
EGP EASTGROUP PROPERTIES 0.0%
Value ($000) $151 Shares 2,500 Est. Cost $56.40 Unrealized
OSBC OLD SECOND BANCORP INC 0.0%
Value ($000) $144 Shares 30,000 Est. Cost $4.44 Unrealized -1.0%
CSGS CSG SYS INTL INC 0.0%
Value ($000) $118 Shares 4,500 Est. Cost $16.18 Unrealized +32.0%
UNP UNION PACIFIC CORP. 0.0%
Value ($000) $108 Shares 1,000 Est. Cost $65.92 Unrealized +21.8%
COR AMERISOURCEBERGEN CORPORATION 0.0%
Value ($000) $97 Shares 1,250 Est. Cost $38.92 Unrealized +42.6%
CIGNA CORPORATION 0.0%
Value ($000) $91 Shares 1,000 Est. Cost $72.49 Unrealized
V VISA INC 0.0%
Value ($000) $75 Shares 350 Est. Cost $40.02 Unrealized +24.0%
BRK/B BERKSHIRE HATHAWAY INC CL B 0.0%
Value ($000) $69 Shares 500 Est. Cost $110.02 Unrealized +21.1%
BAX BAXTER INTERNATIONAL INC 0.0%
Value ($000) $54 Shares 750 Est. Cost $30.42 Unrealized +9.9%
NIELSEN NV 0.0%
Value ($000) $53 Shares 1,200 Est. Cost $45.88 Unrealized
ACE LTD. 0.0%
Value ($000) $52 Shares 500 Est. Cost $90.00 Unrealized
WFC WELLS FARGO & COMPANY 0.0%
Value ($000) $52 Shares 1,000 Est. Cost $27.36 Unrealized +36.7%
TJX TJX COMPANIES 0.0%
Value ($000) $47 Shares 800 Est. Cost $20.82 Unrealized +15.9%
LOW LOWES COMPANIES 0.0%
Value ($000) $32 Shares 600 Est. Cost $32.16 Unrealized +28.1%
DANAOS CORP 0.0%
Value ($000) $26 Shares 5,000 Est. Cost $5.00 Unrealized
NATR NATURES SUNSHINE PRODUCTS 0.0%
Value ($000) $24 Shares 1,600 Est. Cost $10.75 Unrealized +19.4%
ESS ESSEX PROPERTY TRUST INC 0.0%
Value ($000) $18 Shares 100 Est. Cost $105.05 Unrealized +24.5%
JOE ST JOE COMPANY 0.0%
Value ($000) $18 Shares 900 Est. Cost $20.21 Unrealized +11.1%
BODY CENTRAL CORP 0.0%
Value ($000) $13 Shares 6,500 Est. Cost $2.00 Unrealized
VIACOM INC CL B 0.0%
Value ($000) $12 Shares 162 Est. Cost $68.48 Unrealized
EDUCATION REALTY TRUST INC 0.0%
Value ($000) $10 Shares 1,000 Est. Cost $10.00 Unrealized
AMERICAN CAMPUS COMMUNITIES INC 0.0%
Value ($000) $7 Shares 200 Est. Cost $40.00 Unrealized
EQR EQUITY RESIDENTIAL 0.0%
Value ($000) $6 Shares 100 Est. Cost $31.42 Unrealized +17.5%
PLD PROLOGIS TRUST 0.0%
Value ($000) $4 Shares 100 Est. Cost $27.85 Unrealized +3.5%