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 

13F data provided by: FactSet Research Systems Inc.; Please send questions to lionsharesinfo@factset.com. Copyright, FactSet Research Systems, 2013. All Rights Reserved.