ADOBE SYSTEMS INC COM $1,878,670 36,170 14,123
BAXTER INTERNATIONAL INC COM $906,522 13,800 13,800
COACH INC COM $5,232,154 95,950 13,400
PIONEER NATURAL RESOURCES CO $2,488,006 13,178 13,178
NEWMONT MINING CORP COM $6,781,570 241,337 12,400
WELLPOINT INC COM $911,182 10,898 10,898
ALLERGAN INC COM $11,794,137 130,394 10,511
RUBICON TECHNOLOGY INC COM $124,733 10,300 10,300
INTUITIVE SURGICAL INC COM $5,153,394 13,696 9,270
FIRSTENERGY CORP COM $1,750,839 48,034 8,200
LOCKHEED MARTIN CORP COM $979,839 7,682 7,682
BLACKROCK INC CL A $2,658,300 9,823 6,523
SPRINT CORP COM $34,889 5,610 5,610
SPDR S&P RETAIL ETF $443,963 5,413 5,245
EATON CORP PLC COM $351,084 5,100 5,100
SAFEWAY INC COM $7,399,287 231,300 4,272
AUTOMATIC DATA PROCESSING INC $265,707 3,671 3,671
TATA MOTORS LTD ADR $5,411,207 203,276 3,407
CST BRANDS INC COM $301,248 10,109 2,266
WESTLAKE CHEMICAL CORP COM $13,299,146 127,070 1,811
CONSOLIDATED EDISON INC COM $367,839 6,671 1,800
STARZ INC CL A $4,974,031 176,823 1,482
HALLIBURTON CO COM $26,338 547 547
NUCOR CORP COM $5,147 105 3
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