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Chart data reflects last close values.

Symbol	Company name	% of portfolio	Days held	Return
STRA	Strayer Education, Inc.	18.43%	147	-13.88%
FSLR	First Solar, Inc.	14.71%	105	-31.71%
MRVL	Marvell Technology Group, Ltd.	6.89%	149	-54.10%
QCOM	QUALCOMM Incorporated	6.68%	134	-29.08%
TUP	Tupperware Brands Corporation	5.78%	323	-33.11%
BG	Bunge Limited	4.90%	121	-32.65%
FLR	Fluor Corporation	4.67%	136	-37.41%
GNA	Gerdau Ameristeel Corporation	3.25%	323	-52.95%
MUS	BlackRock Muniholdings Insured Fund, Inc.	2.88%	323	-15.49%
CIR	Circor International, Inc.	2.60%	105	-45.24%
IVGN	Invitrogen Corporation	2.25%	247	-48.93%
PLCE	Children's Place Retail Stores, Inc. (The)	2.13%	136	-44.84%
COHR	Coherent, Inc.	2.10%	148	-41.47%
EPD	Enterprises Products Partners L.P	2.10%	134	-23.76%
HRB	H&R Block Inc.	2.04%	136	-13.64%
NWSB	Northwest Bancorp, Inc.	1.97%	121	-26.94%
ANR	Alpha Natural Resources, Inc.	1.97%	149	-77.02%
IOM	Iomega Corp.	1.82%	323	37.14%
HWK	Hawk Corp	1.72%	121	-24.51%
RKT	Rock Tenn Co.	1.53%	268	-3.04%

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