| OVERALL PORTFOLIO COMPOSITION (%) | |
| TOP 10 HOLDINGS ( 6.55% OF TOTAL ASSETS) | |
| Company | Symbol | % Assets | | Cerner Corporation | CERN | 0.62 | | CLIFFS NATURAL | CLF | 0.57 | | EVEREST RE GRP LTD | RE | 0.65 | | Henry Schein, Inc. | HSIC | 0.58 | | Joy Global Inc. | JOYG | 0.63 | | NEWFIELD EXP COM | NFX | 0.66 | | priceline.com Incorporated | PCLN | 0.81 | | PRIDE INTL INC | PDE | 0.62 | | Ross Stores, Inc. | ROST | 0.67 | | Vertex Pharmaceuticals Incorpor | VRTX | 0.74 |
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| Ratio | MDY | | Average Price/Earnings | 17.11 | | Average Price/Book | 1.66 | | Average Price/Sales | 0.73 | | Average Price/Cashflow | 5.77 |
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| Sector | | MDY | | Software | | 5.27 | | Industrial Materials | | 14.65 | | Energy | | 5.88 | | Utilities | | 6.35 | | Hardware | | 5.27 | | Media | | 1.16 | | Telecommunication | | 2.18 | | Healthcare | | 10.3 | | Consumer Services | | 11.54 | | Business Services | | 10.02 | | Financial Services | | 18.88 | | Consumer Goods | | 8.49 |
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