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	Changes: All | New | Increased | Decreased | Sold Out	Portfolio as of: Most recent 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 03/31/2001 12/31/2000 09/30/2000 06/30/2000 03/31/2000 12/31/1999 09/30/1999 06/30/1999 03/31/1999
	Name Ticker Class Shares Change Value Change Date REDWOOD TRUST INC RWT Common 6,836,155 -97,945 100,081,000 -6,843,000 06/30/2010 Liberty Global, Inc. LBTYK COM SER C 3,629,300 -104,700 94,326,000 -13,549,000 06/30/2010 LIBERTY MEDIA CORP LINTA Common 8,652,400 429,200 90,850,000 -35,047,000 06/30/2010 OMNICARE INC OCR Common 3,625,535 1,063,275 85,925,000 13,439,000 06/30/2010 MICROSOFT CORP MSFT Common 3,611,211 1,126,018 83,094,000 10,352,000 06/30/2010 DELL INC DELL Common 5,792,967 -172,654 69,863,000 -19,681,000 06/30/2010 Accenture plc ACN COM 1,710,850 1,107,950 66,124,000 40,832,000 06/30/2010 CONOCOPHILLIPS COP Common 1,301,292 447,592 63,880,000 20,196,000 06/30/2010 TYCO INTERNATIONAL LTD /BER/ TYC COM 1,603,600 246,600 56,495,000 4,590,000 06/30/2010 MARTIN MARIETTA MATERIALS INC MLM Common 596,975 21,100 50,629,000 2,515,000 06/30/2010 AON CORP AOC Common 1,306,000 1,306,000 48,479,000 48,479,000 06/30/2010 COMCAST CORP CMCSK Common 2,758,900 -1,500,700 45,329,000 -31,216,000 06/30/2010 Google Inc. GOOG CL A 98,641 70,441 43,890,000 27,900,000 06/30/2010 LIBERTY MEDIA LLC LSTZA COM 758,250 50,000 39,308,000 581,000 06/30/2010 UNITED PARCEL SERVICE INC UPS Common 654,900 104,900 37,257,000 1,831,000 06/30/2010 TELEPHONE & DATA SYSTEMS INC /DE/ TDS/S SPL COM 1,345,137 -267,595 35,700,000 -12,424,000 06/30/2010 WILLIS GROUP HOLDINGS LTD WSH Common 1,186,686 99,603 35,660,000 1,645,000 06/30/2010 AUTOZONE INC AZO Common 183,433 3,869 35,443,000 4,362,000 06/30/2010 TEXAS INSTRUMENTS INC TXN Common 1,500,300 1,500,300 34,927,000 34,927,000 06/30/2010 MONSANTO CO /NEW/ MON Common 703,092 539,192 32,497,000 20,791,000 06/30/2010 APOLLO GROUP INC APOL Common 726,450 433,420 30,852,000 12,892,000 06/30/2010 COINSTAR INC CSTR Common 716,812 -719,844 30,801,000 -15,890,000 06/30/2010 LABORATORY CORP OF AMERICA HOLDINGS LH Common 362,400 70,000 27,307,000 5,169,000 06/30/2010 SANDRIDGE ENERGY INC SD Common 4,662,700 4,662,700 27,184,000 27,184,000 06/30/2010 WAL MART STORES INC WMT Common 555,000 220,000 26,679,000 8,053,000 06/30/2010 EAGLE MATERIALS INC EXP Common 1,011,670 9,455 26,233,000 -366,000 06/30/2010 WEIGHT WATCHERS INTERNATIONAL INC WTW Common 1,002,900 -40,717 25,765,000 -879,000 06/30/2010 Legacy Vulcan Corp. VMC Common 574,200 30,000 25,167,000 -541,000 06/30/2010 MOHAWK INDUSTRIES INC MHK Common 511,800 25,000 23,420,000 -3,052,000 06/30/2010 Grand Canyon Education, Inc. LOPE Common 964,449 146,552 22,597,000 1,217,000 06/30/2010 ACI WORLDWIDE, INC. ACIW Common 1,078,525 128,035 20,999,000 1,409,000 06/30/2010 CABELAS INC CAB Common 1,385,300 -259,300 19,588,000 -9,176,000 06/30/2010 Interval Leisure Group, Inc. IILG Common 1,535,215 197,677 19,113,000 -362,000 06/30/2010 LIBERTY MEDIA CORP LCAPA Common 454,416 -1,609,084 19,045,000 -56,004,000 06/30/2010 LOCKHEED MARTIN CORP LMT Common 238,480 238,480 17,767,000 17,767,000 06/30/2010 << Prev     Next >>

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