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Chart data reflects last close values.

Symbol	Company name	% of portfolio	Days held	Return
KEP	Korea Electric Power Corporation	15.44%	32	9.88%
MLNX	Mellanox Technologies, Ltd.	11.59%	20	1.81%
IAU	iShares COMEX Gold Trust	11.55%	25	3.19%
PPO	Polypore International, Inc.	11.04%	36	42.88%
AUY	Yamana Gold Inc.	9.67%	25	9.67%
RICK	Rick's Cabaret International, Inc.	7.14%	32	3.80%
CPY	CPI Corporation	6.94%	32	363.30%
FRE	FREDDIE MAC	5.23%	32	-14.06%
FNA	Fannie Mae	4.02%	32	-14.57%
FCX	Freeport-McMoran Copper & Gold Inc.	3.95%	32	51.32%
CME	CME Group Inc.	2.59%	39	-2.98%
DSWL	Deswell Industries, Inc.	2.23%	32	-19.00%
TNL	Technitrol Inc.	2.18%	32	-9.43%
EGLE	Eagle Bulk Shipping Inc.	2.12%	32	93.51%
TFIN	Team Financial, Inc.	1.93%	32	-46.77%
CEP	Constellation Energy Partners LLC	1.06%	32	8.17%
EEP	Enbridge Energy Partners, L.P.	0.40%	39	7.74%
EXH	Exterran Holdings, Inc.	0.33%	39	44.93%
AB	AllianceBernstein Holding L.P.	0.29%	39	19.61%
SE	Spectra Energy Corp	0.22%	39	2.26%

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