#	Issuer	Ticker	Shares	Value	% of Portfolio
1	NOV INC	NOV	5,045,332	$78.9M	22.36%
2	LEAR CORP	LEA	644,286	$73.8M	20.93%
3	DISNEY WALT CO	254687106	504,100	$57.4M	16.26%
4	CHUBB LIMITED	CB	176,500	$55.1M	15.62%
5	ARROW ELECTRS INC	042735100	366,600	$40.4M	11.45%
6	SOUTHWEST AIRLS CO	844741108	857,300	$35.4M	10.05%
7	ALLEGIANT TRAVEL CO	ALGT	16,110	$1.4M	0.39%
8	COMPANIA DE MINAS BUENAVENTU	204448104	49,120	$1.4M	0.39%
9	ALLY FINL INC	02005N100	27,200	$1.2M	0.35%
10	PETROLEO BRASILEIRO SA PETRO	71654V101	90,542	$1.0M	0.29%
11	EMBRAER S.A.	EMBJ	15,631	$1.0M	0.29%
12	CEMEX SAB DE CV	CXMSF	86,518	$994,091	0.28%
13	AMBEV SA	ABEV	383,700	$947,739	0.27%
14	TERNIUM SA	TX	23,495	$897,274	0.25%
15	AUTOHOME INC	ATHM	35,700	$794,682	0.23%
16	OCEANEERING INTL INC	675232102	28,729	$690,357	0.20%
17	INFOSYS LTD	INFY	37,633	$670,620	0.19%
18	PHILIP MORRIS INTL INC	718172109	2,700	$433,080	0.12%
19	MOLSON COORS BEVERAGE CO	TAP-A	7,200	$336,096	0.10%