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	Changes: All | New | Increased | Decreased | Sold Out	Portfolio as of: Most recent 09/30/2013 06/30/2013 03/31/2013 12/31/2012 09/30/2012 06/30/2012 03/31/2012 12/31/2011 09/30/2011 06/30/2011 03/31/2011 12/31/2010 09/30/2010 06/30/2010 03/31/2010 12/31/2009 09/30/2009 06/30/2009 03/31/2009 12/31/2008 09/30/2008 06/30/2008 03/31/2008 12/31/2007 09/30/2007 06/30/2007 03/31/2007 12/31/2006 09/30/2006 06/30/2006 03/31/2006 12/31/2005 09/30/2005 06/30/2005 03/31/2005 12/31/2004 09/30/2004 06/30/2004 03/31/2004 12/31/2003 09/30/2003 06/30/2003 03/31/2003 12/31/2002 09/30/2002 06/30/2002 03/31/2002 12/31/2001 09/30/2001 06/30/2001 03/30/2001 12/31/2000 09/30/2000 06/30/2000 03/31/2000 12/31/1999
	Name Ticker Class Shares Change Value Change Date TEMPUR SEALY INTERNATIONAL, INC. TPX Common 3,111,990 2,946,890 136,803,080,000 129,555,189,000 09/30/2013 AXIALL CORP/DE/ AXLL Common 3,382,983 2,845,054 127,842,927,000 104,937,910,000 09/30/2013 O REILLY AUTOMOTIVE INC ORLY COM 2,416,674 400,114 308,343,436,000 81,238,449,000 09/30/2013 CABELAS INC CAB Common 2,321,061 1,221,423 146,296,475,000 75,083,918,000 09/30/2013 SHERWIN WILLIAMS CO SHW Common 1,642,595 342,681 299,247,957,000 69,683,144,000 09/30/2013 SIRONA DENTAL SYSTEMS, INC. SIRO Common 753,019 605,543 50,399,562,000 40,683,843,000 09/30/2013 GARMIN LTD GRMN COM 3,674,463 91,158 166,048,983,000 36,440,842,000 09/30/2013 MOHAWK INDUSTRIES INC MHK Common 1,866,029 11,918 243,050,277,000 34,481,331,000 09/30/2013 SIGNET JEWELERS LTD SIG Common 3,223,187 238,255 230,941,349,000 29,667,384,000 09/30/2013 Blackstone Inc. BX Common 3,337,729 635,039 83,076,075,000 26,157,424,000 09/30/2013 KIRBY CORP KEX Common 3,102,597 39,540 268,529,770,000 24,894,216,000 09/30/2013 BROOKFIELD Corp /ON/ BAM Common 5,517,864 460,768 206,368,114,000 24,211,516,000 09/30/2013 MICROS SYSTEMS INC MCRS Common 3,198,453 47,942 159,730,743,000 23,786,193,000 09/30/2013 DENTSPLY SIRONA Inc. XRAY Common 6,359,460 141,641 276,095,956,000 21,414,090,000 09/30/2013 IHS Inc. IHS Cl A 1,460,559 48,116 166,766,626,000 19,335,825,000 09/30/2013 C. H. ROBINSON WORLDWIDE, INC. CHRW Common 579,710 292,166 34,544,919,000 18,353,316,000 09/30/2013 AIRGAS INC ARG Common 1,457,823 30,345 154,602,129,000 18,335,079,000 09/30/2013 Brookdale Senior Living Inc. BKD Common 1,093,215 637,354 28,751,554,000 16,698,590,000 09/30/2013 CROWN CASTLE INC. CCI Common 298,919 183,394 21,830,055,000 13,467,200,000 09/30/2013 KKR & Co. Inc. KKR Common 2,130,050 491,893 43,836,429,000 11,630,262,000 09/30/2013 REVVITY, INC. PKI Common 1,495,506 71,184 56,455,352,000 10,164,887,000 09/30/2013 MSC INDUSTRIAL DIRECT CO INC MSM CL A 2,027,398 663 164,928,827,000 7,937,934,000 09/30/2013 AMERICAN INTERNATIONAL GROUP, INC. AIG COM 310,738 106,134 15,111,189,000 5,965,390,000 09/30/2013 ROSS STORES, INC. ROST Common 202,370 50,920 14,732,536,000 4,917,061,000 09/30/2013 AMERICAN BEVERAGE CO AMBEV ABV SPON ADR PFD 189,620 105,215 7,271,927,000 4,119,400,000 09/30/2013 Mondelez International, Inc. MDLZ COM 374,200 93,295 11,757,739,000 3,743,520,000 09/30/2013 TJX COMPANIES INC /DE/ TJX Common 133,682 32,540 7,538,328,000 2,475,159,000 09/30/2013 INGERSOLL RAND CO LTD IR COM 90,041 22,490 5,847,263,000 2,096,832,000 09/30/2013 WEST MARINE INC WMAR Common 1,337,348 14,583 16,208,658,000 1,658,243,000 09/30/2013 Mistras Group, Inc. MG Common 460,132 107,176 7,822,244,000 1,617,277,000 09/30/2013 BLOUNT INTERNATIONAL INC BLT Common 1,594,889 84,959 19,314,106,000 1,466,733,000 09/30/2013 Safehold Inc. STAR Common 234,009 48,904 2,817,468,000 727,633,000 09/30/2013 Chefs' Warehouse, Inc. CHEF COMMON 50,000 22,000 1,155,001,000 673,401,000 09/30/2013 MARKEL GROUP INC. MKL Common 386,187 3,473 199,956,043,000 -1,715,099,000 09/30/2013 TransDigm Group INC TDG Common 1,047,879 15,401 145,340,817,000 -16,520,759,000 09/30/2013 << Prev     Next >>

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