CRAMER ROSENTHAL MCGLYNN LLC Diversified Active

CIK: 0000820743 · Show all filings

Period: Q4 2016 (← Previous) (Next →)

Filing Date: Feb 14, 2017

Total Value ($000): $6,737,052 (100.0% shares, 0.0% debt)

Holdings (204)

KEY KEYCORP 2.0%
Value ($000) $135,991 Shares 7,443,401 Est. Cost $7.80 Unrealized +37.4%
DUN & BRADSTREET CORPORATION 2.0%
Value ($000) $132,434 Shares 1,091,609 Est. Cost $112.46 Unrealized
1741046D STERIS PLC 1.8%
Value ($000) $119,106 Shares 1,767,411 Est. Cost $73.02 Unrealized
ALLERGAN PLC 1.7%
Value ($000) $111,164 Shares 529,325 Est. Cost $248.74 Unrealized
PTC PTC INC 1.6%
Value ($000) $106,621 Shares 2,304,317 Est. Cost $27.54 Unrealized +69.8%
ENERGEN CORPORATION 1.5%
Value ($000) $99,632 Shares 1,727,616 Est. Cost $60.46 Unrealized
TREEHOUSE FOODS INC 1.4%
Value ($000) $96,833 Shares 1,341,358 Est. Cost $77.05 Unrealized
PVH PVH CORPORATION 1.4%
Value ($000) $94,759 Shares 1,050,082 Est. Cost $114.69 Unrealized -9.5%
CSRA INC 1.4%
Value ($000) $91,054 Shares 2,859,731 Est. Cost $29.86 Unrealized
W.R. GRACE & CO 1.3%
Value ($000) $89,747 Shares 1,326,836 Est. Cost $80.55 Unrealized
JCI JOHNSON CONTROLS INTERNATIONAL 1.3%
Value ($000) $85,462 Shares 2,074,816 Est. Cost $33.21 Unrealized +3.3%
TOTAL SYSTEM SERVICES INC 1.2%
Value ($000) $83,271 Shares 1,698,364 Est. Cost $49.82 Unrealized
NTRS NORTHERN TRUST COMPANY 1.2%
Value ($000) $80,245 Shares 901,123 Est. Cost $53.68 Unrealized +14.9%
EQUITY COMMONWEALTH 1.1%
Value ($000) $76,418 Shares 2,527,060 Est. Cost $28.86 Unrealized
NSC NORFOLK SOUTHERN CORP 1.1%
Value ($000) $76,058 Shares 703,784 Est. Cost $64.65 Unrealized +29.9%
AWK AMERICAN WATER WORKS 1.1%
Value ($000) $75,858 Shares 1,048,340 Est. Cost $32.80 Unrealized +85.3%
NXPI NXP SEMICONDUCTORS NV 1.1%
Value ($000) $73,655 Shares 751,500 Est. Cost $79.62 Unrealized +10.9%
ASB ASSOCIATED BANC CORP 1.1%
Value ($000) $73,649 Shares 2,981,729 Est. Cost $13.51 Unrealized +17.9%
APD AIR PRODUCTS & CHEMICALS 1.1%
Value ($000) $73,263 Shares 509,410 Est. Cost $79.07 Unrealized +41.2%
PANW PALO ALTO NETWORKS INC 1.1%
Value ($000) $73,156 Shares 585,014 Est. Cost $23.07 Unrealized +3.9%
HIG HARTFORD FINANCIAL SERVICES 1.1%
Value ($000) $71,917 Shares 1,509,275 Est. Cost $35.73 Unrealized +5.3%
CALLON PETROLEUM COMPANY 1.1%
Value ($000) $71,104 Shares 4,626,182 Est. Cost $15.61 Unrealized
NEE NEXTERA ENERGY INC 1.0%
Value ($000) $70,428 Shares 589,551 Est. Cost $21.48 Unrealized +10.4%
BKH BLACK HILLS CORP 1.0%
Value ($000) $70,351 Shares 1,146,896 Est. Cost $32.35 Unrealized +31.7%
HARRIS CORPORATION 1.0%
Value ($000) $70,080 Shares 683,911 Est. Cost $94.52 Unrealized
HAL HALLIBURTON COMPANY 1.0%
Value ($000) $69,123 Shares 1,277,920 Est. Cost $34.48 Unrealized +21.0%
MHK MOHAWK INDUSTRIES INC 1.0%
Value ($000) $67,154 Shares 336,310 Est. Cost $166.82 Unrealized +17.7%
CR BARD INC 1.0%
Value ($000) $66,142 Shares 294,410 Est. Cost $182.11 Unrealized
ALLE ALLEGION PLC 1.0%
Value ($000) $65,766 Shares 1,027,587 Est. Cost $56.52 Unrealized +5.2%
NI NISOURCE INC 1.0%
Value ($000) $65,352 Shares 2,951,743 Est. Cost $12.55 Unrealized +32.2%
JPM JP MORGAN CHASE 1.0%
Value ($000) $64,818 Shares 751,166 Est. Cost $47.23 Unrealized +26.8%
MTSI MACOM TECHNOLOGY SOLUTIONS HOLDINGS 1.0%
Value ($000) $64,623 Shares 1,396,347 Est. Cost $38.24 Unrealized +14.2%
BROADCOM LIMITED 0.9%
Value ($000) $63,096 Shares 356,937 Est. Cost $157.20 Unrealized
QTS REALTY TRUST INC - CL A 0.9%
Value ($000) $62,687 Shares 1,262,585 Est. Cost $52.03 Unrealized
BLMN BLOOMIN BRANDS INC 0.9%
Value ($000) $61,907 Shares 3,433,534 Est. Cost $16.12 Unrealized -11.3%
AVANGRID INC 0.9%
Value ($000) $60,372 Shares 1,593,759 Est. Cost $38.49 Unrealized
BAC BANK OF AMERICA CORP 0.9%
Value ($000) $59,338 Shares 2,684,972 Est. Cost $12.78 Unrealized +22.7%
MTN VAIL RESORTS 0.8%
Value ($000) $57,143 Shares 354,245 Est. Cost $153.55 Unrealized +3.4%
VNO VORNADO REALTY TRUST 0.8%
Value ($000) $56,663 Shares 542,908 Est. Cost $101.75 Unrealized
GIII G-III APPAREL GROUP LIMITED 0.8%
Value ($000) $56,627 Shares 1,915,660 Est. Cost $33.40 Unrealized -13.3%
VLY VALLEY NATIONAL BANCORP 0.8%
Value ($000) $56,426 Shares 4,847,617 Est. Cost $9.73 Unrealized +9.9%
IHS MARKIT LTD 0.8%
Value ($000) $56,329 Shares 1,590,760 Est. Cost $37.25 Unrealized
PPG PPG INDUSTRIES INC. 0.8%
Value ($000) $56,305 Shares 594,183 Est. Cost $89.58 Unrealized -10.0%
CDP CORPORATE OFFICE PROPERTIES TRUST 0.8%
Value ($000) $55,665 Shares 1,782,984 Est. Cost $29.17 Unrealized
OXY OCCIDENTAL PETROLEUM CORP. 0.8%
Value ($000) $55,086 Shares 773,360 Est. Cost $55.72 Unrealized -1.3%
ACTUANT CORPORATION 0.8%
Value ($000) $54,629 Shares 2,105,167 Est. Cost $22.94 Unrealized
CONTINENTAL RESOURCES 0.8%
Value ($000) $54,343 Shares 1,054,387 Est. Cost $36.02 Unrealized
UE URBAN EDGE PROPERTIES 0.8%
Value ($000) $54,168 Shares 1,969,038 Est. Cost $23.00 Unrealized
DECK DECKERS OUTDOOR CORPORATION 0.8%
Value ($000) $54,051 Shares 975,817 Est. Cost $10.04 Unrealized -4.2%
CW CURTISS WRIGHT CORPORATION 0.8%
Value ($000) $52,252 Shares 531,237 Est. Cost $67.07 Unrealized +35.8%
SF STIFEL FINANCIAL CORP 0.8%
Value ($000) $51,930 Shares 1,039,635 Est. Cost $28.50 Unrealized -6.5%
FLIR SYSTEMS INC. 0.8%
Value ($000) $51,688 Shares 1,428,253 Est. Cost $32.95 Unrealized
XYL XYLEM INC 0.8%
Value ($000) $51,446 Shares 1,038,888 Est. Cost $40.80 Unrealized +11.3%
V VISA INC 0.8%
Value ($000) $51,082 Shares 654,732 Est. Cost $65.17 Unrealized +15.8%
SYNOVUS FINANCIAL CORP 0.8%
Value ($000) $50,930 Shares 1,239,772 Est. Cost $29.76 Unrealized
FDX FEDEX CORPORATION 0.8%
Value ($000) $50,885 Shares 273,280 Est. Cost $152.86 Unrealized +3.6%
WABCO HOLDINGS INC 0.7%
Value ($000) $49,431 Shares 465,669 Est. Cost $104.67 Unrealized
FLO FLOWER FOODS INC 0.7%
Value ($000) $49,416 Shares 2,474,487 Est. Cost $11.49 Unrealized 0.0%
HWC HANCOCK HOLDING 0.7%
Value ($000) $49,396 Shares 1,146,080 Est. Cost $30.48 Unrealized +24.7%
AFG AMERICAN FINL GROUP INC 0.7%
Value ($000) $48,845 Shares 554,306 Est. Cost $24.46 Unrealized +59.8%
TAP MOLSON COORS BREWING CO 0.7%
Value ($000) $48,754 Shares 501,015 Est. Cost $80.26 Unrealized +0.8%
TEX TEREX CORPORATION 0.7%
Value ($000) $47,026 Shares 1,491,456 Est. Cost $27.74 Unrealized 0.0%
ARMK ARAMARK 0.7%
Value ($000) $46,954 Shares 1,314,490 Est. Cost $18.92 Unrealized +23.4%
RES RPC INC 0.7%
Value ($000) $46,644 Shares 2,354,567 Est. Cost $11.62 Unrealized +40.0%
CSL CARLISLE COMPANIES INC 0.7%
Value ($000) $46,034 Shares 417,390 Est. Cost $80.47 Unrealized +20.9%
SUNTRUST BANKS INC. 0.7%
Value ($000) $45,646 Shares 832,190 Est. Cost $33.81 Unrealized
IAC INTERACTIVE CORP 0.7%
Value ($000) $45,450 Shares 701,501 Est. Cost $64.79 Unrealized
CNMD CONMED CORP 0.7%
Value ($000) $45,040 Shares 1,019,694 Est. Cost $30.33 Unrealized +27.7%
PNC PNC FINANCIAL SERVICES GROUP 0.7%
Value ($000) $44,920 Shares 384,060 Est. Cost $63.59 Unrealized +21.3%
DHR DANAHER CORP 0.7%
Value ($000) $44,529 Shares 572,064 Est. Cost $33.69 Unrealized +97.0%
SNA SNAP ON INC 0.7%
Value ($000) $44,330 Shares 258,832 Est. Cost $86.35 Unrealized +50.5%
HUBB HUBBELL INC CLASS B 0.6%
Value ($000) $43,259 Shares 370,684 Est. Cost $81.68 Unrealized +11.1%
UMPQUA HOLDINGS CORPORATION 0.6%
Value ($000) $39,245 Shares 2,089,697 Est. Cost $17.13 Unrealized
COOPER COMPANIES INC 0.6%
Value ($000) $39,069 Shares 223,341 Est. Cost $135.25 Unrealized
XRAY DENTSPLY SIRONA INC 0.6%
Value ($000) $38,754 Shares 671,305 Est. Cost $61.54 Unrealized -4.0%
SEE SEALED AIR CORPORPORATION 0.6%
Value ($000) $37,663 Shares 830,680 Est. Cost $39.16 Unrealized 0.0%
SPX FLOW INC 0.6%
Value ($000) $37,634 Shares 1,173,853 Est. Cost $31.12 Unrealized
AZO AUTOZONE INC 0.5%
Value ($000) $37,045 Shares 46,905 Est. Cost $769.59 Unrealized 0.0%
PIONEER NATURAL RESOURCES 0.5%
Value ($000) $36,451 Shares 202,426 Est. Cost $158.85 Unrealized
RRGB RED ROBIN GOURMET BURGER 0.5%
Value ($000) $35,689 Shares 632,787 Est. Cost $73.85 Unrealized -32.2%
VERINT SYSTEMS INC 0.5%
Value ($000) $35,091 Shares 995,501 Est. Cost $43.32 Unrealized
REGIS CORP 0.5%
Value ($000) $34,943 Shares 2,406,572 Est. Cost $14.28 Unrealized
RPM RPM INTERNATIONAL 0.5%
Value ($000) $34,121 Shares 633,866 Est. Cost $38.59 Unrealized +32.7%
BR BROADRIDGE FINANCIAL SOLUTIONS 0.5%
Value ($000) $33,998 Shares 512,791 Est. Cost $32.53 Unrealized +71.1%
GCP APPLIED TECHNOLOGIES 0.5%
Value ($000) $33,532 Shares 1,253,528 Est. Cost $21.46 Unrealized
RSP PERMIAN INC 0.5%
Value ($000) $33,445 Shares 749,560 Est. Cost $44.62 Unrealized
HPE HEWLETT PACKARD ENTERPRISE 0.5%
Value ($000) $33,387 Shares 1,442,815 Est. Cost $10.13 Unrealized +1.0%
VISTA OUTDOOR INC 0.5%
Value ($000) $32,774 Shares 888,181 Est. Cost $36.90 Unrealized
VANTIV INC 0.5%
Value ($000) $32,685 Shares 548,216 Est. Cost $43.61 Unrealized
ZBH ZIMMER BIOMET HOLDINGS INC 0.5%
Value ($000) $31,132 Shares 301,664 Est. Cost $96.31 Unrealized +3.2%
ATHENE HOLDING LTD 0.5%
Value ($000) $30,915 Shares 644,189 Est. Cost $47.99 Unrealized
TECH BIO-TECHNE CORP 0.5%
Value ($000) $30,747 Shares 299,008 Est. Cost $21.74 Unrealized +14.6%
RESTORATION HARDWARE HOLDING 0.5%
Value ($000) $30,575 Shares 995,939 Est. Cost $30.57 Unrealized
ACTIVISION INC 0.4%
Value ($000) $30,079 Shares 832,980 Est. Cost $39.61 Unrealized
ESRT EMPIRE STATE REALTY TRUST 0.4%
Value ($000) $28,173 Shares 1,395,369 Est. Cost $20.19 Unrealized
DELEK US HOLDINGS 0.4%
Value ($000) $26,896 Shares 1,117,408 Est. Cost $31.14 Unrealized
COKE COCA-COLA BOTTLING CO CONSOLIDATED 0.4%
Value ($000) $26,485 Shares 148,087 Est. Cost $13.73 Unrealized +7.0%
CBS CORP CLASS B 0.4%
Value ($000) $25,893 Shares 406,999 Est. Cost $56.50 Unrealized
BAKER HUGHES INC 0.4%
Value ($000) $25,513 Shares 392,692 Est. Cost $45.78 Unrealized
WTW WILLIS TOWERS WATSON PLC 0.4%
Value ($000) $24,333 Shares 198,995 Est. Cost $109.67 Unrealized 0.0%
HOUGHTON MIFFLIN HANCOURT CO 0.4%
Value ($000) $24,256 Shares 2,235,620 Est. Cost $21.15 Unrealized
MDLZ MONDELEZ INTERNATIONAL INC 0.3%
Value ($000) $23,244 Shares 524,330 Est. Cost $26.87 Unrealized +29.3%
CORNERSTONE ONDEMAND INC 0.3%
Value ($000) $22,893 Shares 541,080 Est. Cost $42.31 Unrealized
EQIX EQUINIX INC 0.3%
Value ($000) $22,380 Shares 62,618 Est. Cost $207.15 Unrealized +41.6%
CB CHUBB LIMITED 0.3%
Value ($000) $22,204 Shares 168,058 Est. Cost $96.06 Unrealized +12.8%
FIRST MIDWEST BANCORP 0.3%
Value ($000) $22,129 Shares 877,101 Est. Cost $15.88 Unrealized
ROP ROPER INDUSTRIES INC 0.3%
Value ($000) $21,995 Shares 120,140 Est. Cost $169.81 Unrealized 0.0%
MB FINANCIAL INC 0.3%
Value ($000) $21,967 Shares 465,104 Est. Cost $28.63 Unrealized
ZION ZIONS BANCORPORATION 0.3%
Value ($000) $21,916 Shares 509,210 Est. Cost $29.60 Unrealized +24.5%
AIG AMERICAN INTERNATIONAL GROUP 0.3%
Value ($000) $21,764 Shares 333,240 Est. Cost $43.77 Unrealized +13.8%
NDAQ NASDAQ INC 0.3%
Value ($000) $21,367 Shares 318,343 Est. Cost $13.79 Unrealized +38.2%
SWX SOUTHWEST GAS CORP 0.3%
Value ($000) $21,085 Shares 275,195 Est. Cost $54.61 Unrealized +32.2%
MAA MID AMERICAN APARTMENT 0.3%
Value ($000) $20,419 Shares 208,530 Est. Cost $67.12 Unrealized 0.0%
NEW YORK REIT INC 0.3%
Value ($000) $19,800 Shares 1,956,563 Est. Cost $10.12 Unrealized
ZTS ZOETIS INC 0.3%
Value ($000) $19,408 Shares 362,571 Est. Cost $32.53 Unrealized +45.6%
HILTON WORLDWIDE HOLDINGS INC 0.3%
Value ($000) $18,705 Shares 687,675 Est. Cost $27.20 Unrealized
MCHP MICROCHIP TECHNOLOGY INC 0.3%
Value ($000) $18,702 Shares 291,543 Est. Cost $15.25 Unrealized +74.1%
BOSTON PRIVATE FINANCIAL HOLDINGS INC 0.3%
Value ($000) $18,594 Shares 1,123,487 Est. Cost $11.56 Unrealized
ALERE INC 0.3%
Value ($000) $18,264 Shares 468,657 Est. Cost $49.45 Unrealized
NUE NUCOR CORP 0.3%
Value ($000) $18,001 Shares 302,435 Est. Cost $45.63 Unrealized 0.0%
QIAGEN NV 0.3%
Value ($000) $17,978 Shares 641,620 Est. Cost $22.29 Unrealized
HEADWATERS INC 0.3%
Value ($000) $17,872 Shares 759,871 Est. Cost $15.94 Unrealized
FHN FIRST HORIZON NATIONAL CORP 0.3%
Value ($000) $17,554 Shares 877,238 Est. Cost $8.30 Unrealized +54.5%
ACXIOM CORPORATION 0.3%
Value ($000) $17,162 Shares 640,375 Est. Cost $21.79 Unrealized
BOH BANK OF HAWAII CORP 0.3%
Value ($000) $17,101 Shares 192,818 Est. Cost $36.03 Unrealized +60.2%
PFGC PERFORMANCE FOOD GROUP COMPANY 0.3%
Value ($000) $16,988 Shares 707,815 Est. Cost $23.75 Unrealized 0.0%
APH AMPHENOL CORP 0.2%
Value ($000) $16,663 Shares 247,968 Est. Cost $12.14 Unrealized +25.8%
INVESTMENT TECHNOLGY GROUP 0.2%
Value ($000) $16,479 Shares 834,785 Est. Cost $18.98 Unrealized
MRC GLOBAL INC 0.2%
Value ($000) $16,043 Shares 791,844 Est. Cost $14.28 Unrealized
OMCL OMNICELL INC 0.2%
Value ($000) $15,786 Shares 465,664 Est. Cost $31.18 Unrealized +10.3%
DG DOLLAR GENERAL CORP 0.2%
Value ($000) $15,716 Shares 212,174 Est. Cost $64.89 Unrealized 0.0%
CPF CENTRAL PACIFIC FINANCIAL COMPANY 0.2%
Value ($000) $15,518 Shares 493,895 Est. Cost $12.60 Unrealized +56.9%
MWA MUELLER WATER PRODUCTS 0.2%
Value ($000) $15,495 Shares 1,164,142 Est. Cost $7.95 Unrealized +38.6%
MSA MSA SAFETY INC 0.2%
Value ($000) $15,150 Shares 218,527 Est. Cost $49.54 Unrealized +24.9%
STERLING BANCORP 0.2%
Value ($000) $15,032 Shares 642,400 Est. Cost $14.91 Unrealized
JBTM JOHN BEAN TECHNOLOGIES CORP 0.2%
Value ($000) $14,796 Shares 172,147 Est. Cost $34.35 Unrealized +129.4%
PREMIER INC 0.2%
Value ($000) $14,750 Shares 485,849 Est. Cost $31.49 Unrealized
SR SPIRE INC 0.2%
Value ($000) $14,521 Shares 224,962 Est. Cost $70.84 Unrealized
CAG CONAGRA FOODS 0.2%
Value ($000) $14,413 Shares 364,415 Est. Cost $20.18 Unrealized +33.1%
FORUM ENERGY TECHNOLOGIES 0.2%
Value ($000) $14,182 Shares 644,630 Est. Cost $22.00 Unrealized
CANADIAN PACIFIC RAILWAY LTD 0.2%
Value ($000) $13,928 Shares 97,555 Est. Cost $142.77 Unrealized
DLTR DOLLAR TREE INC 0.2%
Value ($000) $13,736 Shares 177,975 Est. Cost $65.39 Unrealized +23.1%
FCN FTI CONSULTING INC 0.2%
Value ($000) $13,670 Shares 303,241 Est. Cost $35.90 Unrealized +21.1%
SPX CORPORATION 0.2%
Value ($000) $13,622 Shares 574,295 Est. Cost $23.72 Unrealized
BLKB BLACKBAUD INC 0.2%
Value ($000) $13,540 Shares 211,564 Est. Cost $60.21 Unrealized +4.2%
CALGON CARBON CORP 0.2%
Value ($000) $12,905 Shares 759,096 Est. Cost $17.00 Unrealized
BJRI BJs RESTAURANTS INC 0.2%
Value ($000) $12,878 Shares 327,688 Est. Cost $36.27 Unrealized 0.0%
BC BRUNSWICK CORP 0.2%
Value ($000) $12,623 Shares 231,442 Est. Cost $27.52 Unrealized +53.2%
BUD ANHEUSER-BUSCH INBEV SPN ADR 0.2%
Value ($000) $12,349 Shares 117,122 Est. Cost $124.12 Unrealized
NPO ENPRO INDUSTRIES INC 0.2%
Value ($000) $12,071 Shares 179,196 Est. Cost $65.84 Unrealized -8.7%
TRS TRIMAS CORP 0.2%
Value ($000) $12,054 Shares 512,920 Est. Cost $20.41 Unrealized 0.0%
CIRCOR INTERNATIONAL 0.2%
Value ($000) $12,053 Shares 185,767 Est. Cost $58.75 Unrealized
BANCORPSOUTH INC 0.2%
Value ($000) $11,704 Shares 376,955 Est. Cost $31.05 Unrealized
HMN HORACE MANN EDUCATORS CORP 0.2%
Value ($000) $11,504 Shares 268,795 Est. Cost $34.17 Unrealized +14.1%
DTE DTE ENERGY CORP 0.2%
Value ($000) $11,042 Shares 112,090 Est. Cost $57.87 Unrealized +2.4%
RBC RBC BEARINGS INC 0.2%
Value ($000) $10,828 Shares 116,666 Est. Cost $54.39 Unrealized +48.3%
ENVESTNET INC 0.2%
Value ($000) $10,240 Shares 290,505 Est. Cost $36.37 Unrealized
ANADARKO PETROLEUM CORP. 0.1%
Value ($000) $10,076 Shares 144,495 Est. Cost $57.35 Unrealized
BRIGHTCOVE 0.1%
Value ($000) $10,059 Shares 1,249,531 Est. Cost $8.74 Unrealized
MRSH MARSH & MCLENNAN COS INC 0.1%
Value ($000) $9,628 Shares 142,450 Est. Cost $57.67 Unrealized 0.0%
PACE HOLDINGS CORP 0.1%
Value ($000) $8,733 Shares 813,152 Est. Cost $10.17 Unrealized
NEWFIELD EXPLORATION 0.1%
Value ($000) $8,708 Shares 215,000 Est. Cost $43.71 Unrealized
MSTR MICROSTRATEGY INC CL-A 0.1%
Value ($000) $8,607 Shares 43,603 Est. Cost $17.74 Unrealized +6.6%
AAPL APPLE INC 0.1%
Value ($000) $7,755 Shares 66,957 Est. Cost $22.94 Unrealized +13.7%
AIN ALBANY INTERNATIONAL CORPORATION 0.1%
Value ($000) $7,632 Shares 164,845 Est. Cost $39.43 Unrealized 0.0%
ROK ROCKWELL AUTOMATION INC 0.1%
Value ($000) $7,604 Shares 56,575 Est. Cost $86.01 Unrealized +25.3%
AMBER ROAD INC 0.1%
Value ($000) $7,435 Shares 818,882 Est. Cost $9.58 Unrealized
WFC WELLS FARGO & COMPANY 0.1%
Value ($000) $7,270 Shares 131,925 Est. Cost $39.03 Unrealized 0.0%
MEAD JOHNSON NUTRITION 0.1%
Value ($000) $7,002 Shares 98,955 Est. Cost $70.76 Unrealized
COACH INC 0.1%
Value ($000) $4,477 Shares 127,830 Est. Cost $32.77 Unrealized
WHITING PETROLEUM CORP 0.0%
Value ($000) $2,494 Shares 207,470 Est. Cost $54.56 Unrealized
PG PROCTER & GAMBLE 0.0%
Value ($000) $1,964 Shares 23,361 Est. Cost $59.34 Unrealized +12.5%
PFE PFIZER INC. 0.0%
Value ($000) $1,710 Shares 52,659 Est. Cost $17.59 Unrealized +16.6%
FARO TECHNOLOGIES INC 0.0%
Value ($000) $1,323 Shares 36,740 Est. Cost $35.95 Unrealized
FLEX FLEXTRONICS INT 0.0%
Value ($000) $1,204 Shares 83,780 Est. Cost $8.59 Unrealized +24.4%
YAHOO INC. 0.0%
Value ($000) $1,092 Shares 28,235 Est. Cost $38.68 Unrealized
DISH NETWORK CORPORATION 0.0%
Value ($000) $1,089 Shares 18,800 Est. Cost $57.93 Unrealized
CAE CAE INC 0.0%
Value ($000) $1,087 Shares 77,780 Est. Cost $13.63 Unrealized 0.0%
IBM INTERNATIONAL BUSINESS MACHINES 0.0%
Value ($000) $675 Shares 4,065 Est. Cost $118.83 Unrealized -13.3%
FIREEYE INC 0.0%
Value ($000) $619 Shares 52,005 Est. Cost $11.90 Unrealized
HON HONEYWELL INTL INC 0.0%
Value ($000) $579 Shares 5,000 Est. Cost $69.01 Unrealized +22.0%
VC VISTEON CORP 0.0%
Value ($000) $555 Shares 6,902 Est. Cost $57.71 Unrealized +29.6%
LIBERTY SIRIUS GROUP - C 0.0%
Value ($000) $525 Shares 15,485 Est. Cost $30.87 Unrealized
PEP PEPSICO INC 0.0%
Value ($000) $523 Shares 5,000 Est. Cost $56.12 Unrealized +41.4%
STT STATE STREET CORP 0.0%
Value ($000) $520 Shares 6,690 Est. Cost $45.06 Unrealized +27.7%
XOM EXXON MOBIL CORPORATION 0.0%
Value ($000) $519 Shares 5,750 Est. Cost $53.69 Unrealized +8.3%
UNITED TECHNOLOGIES CORP 0.0%
Value ($000) $512 Shares 4,670 Est. Cost $114.83 Unrealized
EUO PROSHARES ULTRASHORT EURO 0.0%
Value ($000) $512 Shares 18,900 Est. Cost $21.32 Unrealized
GIL GILDAN ACTIVEWEAR INC 0.0%
Value ($000) $445 Shares 17,550 Est. Cost $25.56 Unrealized -9.9%
NTDOY NINTENDO CO LTD ADR 0.0%
Value ($000) $440 Shares 16,950 Est. Cost $17.77 Unrealized
MRK MERCK & CO. INC. 0.0%
Value ($000) $401 Shares 6,820 Est. Cost $44.08 Unrealized 0.0%
KO COCA COLA CO 0.0%
Value ($000) $332 Shares 8,000 Est. Cost $28.82 Unrealized +8.3%
GENERAL ELECTRIC CO 0.0%
Value ($000) $261 Shares 8,246 Est. Cost $30.46 Unrealized
SHOO STEVE MADDEN LTD 0.0%
Value ($000) $238 Shares 6,644 Est. Cost $20.40 Unrealized +2.8%
BMA BANCO MARCO S.A. ADR 0.0%
Value ($000) $235 Shares 3,650 Est. Cost $64.38 Unrealized
IWM ISHARES RUSSELL 2000 ETF 0.0%
Value ($000) $214 Shares 1,590 Est. Cost $134.59 Unrealized
WRB W.R BERKLEY CORP 0.0%
Value ($000) $213 Shares 3,205 Est. Cost $12.86 Unrealized +13.6%
DLB DOLBY LABORATORIES INC - CL-A 0.0%
Value ($000) $171 Shares 3,773 Est. Cost $32.54 Unrealized +30.9%
CIGNA CORPORATION 0.0%
Value ($000) $133 Shares 1,000 Est. Cost $72.49 Unrealized
BRK/B BERKSHIRE HATHAWAY INC CL B 0.0%
Value ($000) $81 Shares 500 Est. Cost $110.02 Unrealized +39.9%
KFRC KFORCE INC 0.0%
Value ($000) $55 Shares 2,370 Est. Cost $17.33 Unrealized +18.6%
NIELSEN HOLDINGS PLC 0.0%
Value ($000) $50 Shares 1,200 Est. Cost $44.17 Unrealized
BAX BAXTER INTERNATIONAL INC 0.0%
Value ($000) $27 Shares 600 Est. Cost $30.42 Unrealized +30.6%
VIACOM INC CL B 0.0%
Value ($000) $6 Shares 162 Est. Cost $41.71 Unrealized