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	Changes: All | New | Increased | Decreased | Sold Out	Portfolio as of: Most recent 06/30/2010 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
	Name Ticker Class Shares Change Value Change Date ATLAS AMERICA INC ATLS COM 4,302,776 194,341 116,476,000 -7,352,000 06/30/2010 CROWN CASTLE INTERNATIONAL CORP CCI Common 2,513,824 349,718 93,665,000 9,178,000 06/30/2010 ACE LTD ACE COM 1,283,244 227,194 66,061,000 12,836,000 06/30/2010 KKR Financial Corp KFN Common 7,804,076 1,369,372 58,218,000 20,897,000 06/30/2010 SPDR GOLD TRUST GLD GOLD SHS 429,013 53,800 52,202,000 11,938,000 06/30/2010 CF Industries Holdings, Inc. CF Common 784,086 494,540 49,750,000 23,465,000 06/30/2010 INTERNATIONAL PAPER CO /NEW/ IP Common 2,193,736 336,736 49,644,000 -86,000 06/30/2010 LEAR CORP LEA COM NEW 702,963 44,400 46,536,000 1,991,000 06/30/2010 MASTERCARD INC MA CL A 198,596 46,300 39,626,000 641,000 06/30/2010 J P MORGAN CHASE & CO JPM Common 1,078,800 -248,400 39,495,000 -15,809,000 06/30/2010 OWENS ILLINOIS INC /DE/ OI Common 1,415,946 1,415,946 37,452,000 37,452,000 06/30/2010 PETROHAWK ENERGY CORP HK Common 2,147,400 2,097,400 36,441,000 35,230,000 06/30/2010 INTEL CORP INTC Common 1,858,627 1,315,427 36,150,000 25,069,000 06/30/2010 WALTER INDUSTRIES INC /NEW/ WLT Common 568,132 470,432 34,571,000 27,213,000 06/30/2010 ARVINMERITOR INC ARM Common 2,464,889 56,730 32,290,000 5,367,000 06/30/2010 BARRICK GOLD CORP ABX Common 700,000 700,000 31,787,000 31,787,000 06/30/2010 TYCO INTERNATIONAL LTD /BER/ TYC COM 883,807 633,807 31,137,000 22,217,000 06/30/2010 INTERNATIONAL BUSINESS MACHINES CORP IBM Common 248,406 248,406 30,673,000 30,673,000 06/30/2010 NAVISTAR INTERNATIONAL CORP NAVZ Common 608,598 -240,802 29,943,000 -2,886,000 06/30/2010 UAL CORP /DE/ UAUA Common 1,373,838 853,698 28,246,000 17,047,000 06/30/2010 DANA HOLDING CORP DAN Common 2,745,859 275,759 27,459,000 683,000 06/30/2010 PROSHARES TRUST TBT Common 770,000 150,000 27,320,000 -3,606,000 06/30/2010 LOWES COMPANIES INC LOW Common 1,309,300 608,800 26,736,000 10,351,000 06/30/2010 UNION PACIFIC CORP UNP Common 366,400 -60,000 25,468,000 -1,779,000 06/30/2010 Alpha Natural Resources, Inc. ANR Common 690,000 590,000 23,370,000 19,860,000 06/30/2010 LINCOLN NATIONAL CORP LNC Common 909,528 -112,400 22,092,000 -3,334,000 06/30/2010 CVS CAREMARK CORP CVS Common 745,525 0 21,859,000 -2,154,000 06/30/2010 BMC SOFTWARE INC BMC Common 580,000 580,000 20,085,000 20,085,000 06/30/2010 PNC FINANCIAL SERVICES GROUP INC PNC Common 355,000 355,000 20,058,000 20,058,000 06/30/2010 CLIFFS NATURAL RESOURCES INC. CLF COM 411,450 411,450 19,404,000 19,404,000 06/30/2010 ORACLE CORP ORCL Common 800,000 800,000 17,168,000 17,168,000 06/30/2010 JO-ANN STORES INC JAS Common 443,072 443,072 16,620,000 16,620,000 06/30/2010 WYNDHAM WORLDWIDE CORP WYN Common 743,059 743,059 14,965,000 14,965,000 06/30/2010 Domtar CORP UFS Common 290,631 -522,694 14,285,000 -30,781,000 06/30/2010 MICROSOFT CORP MSFT Common 600,000 600,000 13,806,000 13,806,000 06/30/2010 << Prev     Next >>

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