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    <nameOfIssuer>CHECKPOINT SYS INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
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    <nameOfIssuer>CORRECTIONS CORP AMER NEW</nameOfIssuer>
    <titleOfClass>COM NEW</titleOfClass>
    <cusip>22025Y407</cusip>
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    <nameOfIssuer>CVR REFNG LP</nameOfIssuer>
    <titleOfClass>COMUNIT REP LT</titleOfClass>
    <cusip>12663P107</cusip>
    <value>2259</value>
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    <nameOfIssuer>DST SYS INC DEL</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>233326107</cusip>
    <value>3544</value>
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    <nameOfIssuer>ELIZABETH ARDEN INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>28660G106</cusip>
    <value>254</value>
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    <nameOfIssuer>EVEREST RE GROUP LTD</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>G3223R108</cusip>
    <value>6118</value>
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    <nameOfIssuer>EXPEDITORS INTL WASH INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>302130109</cusip>
    <value>2206</value>
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    <nameOfIssuer>EXPRESS SCRIPTS HLDG CO</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>30219G108</cusip>
    <value>8657</value>
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    <nameOfIssuer>FREEPORT-MCMORAN COPPER &amp; GO</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>35671D857</cusip>
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    <nameOfIssuer>GEO GROUP INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>36159R103</cusip>
    <value>4081</value>
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    <nameOfIssuer>GOL LINHAS AEREAS INTLG S A</nameOfIssuer>
    <titleOfClass>SP ADR REP PFD</titleOfClass>
    <cusip>38045R107</cusip>
    <value>3038</value>
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    <nameOfIssuer>GREAT LAKES DREDGE &amp; DOCK CO</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>390607109</cusip>
    <value>4386</value>
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    <nameOfIssuer>KORN FERRY INTL</nameOfIssuer>
    <titleOfClass>COM NEW</titleOfClass>
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    <nameOfIssuer>MARTEN TRANS LTD</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>573075108</cusip>
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    <nameOfIssuer>MEDASSETS INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
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    <value>1977</value>
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    <nameOfIssuer>METLIFE INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>59156R108</cusip>
    <value>6684</value>
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    <nameOfIssuer>MONDELEZ INTL INC</nameOfIssuer>
    <titleOfClass>CL A</titleOfClass>
    <cusip>609207105</cusip>
    <value>2783</value>
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    <nameOfIssuer>MYLAN INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>628530107</cusip>
    <value>10038</value>
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    <nameOfIssuer>NAVIGATOR HOLDINGS LTD</nameOfIssuer>
    <titleOfClass>SHS</titleOfClass>
    <cusip>Y62132108</cusip>
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    <nameOfIssuer>NCR CORP NEW</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>62886E108</cusip>
    <value>1923</value>
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    <nameOfIssuer>NORFOLK SOUTHERN CORP</nameOfIssuer>
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    <cusip>655844108</cusip>
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    <nameOfIssuer>NUANCE COMMUNICATIONS INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>67020Y100</cusip>
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    <nameOfIssuer>OCCIDENTAL PETE CORP DEL</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>674599105</cusip>
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    <nameOfIssuer>PROSHARES TR</nameOfIssuer>
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    <titleOfClass>COM</titleOfClass>
    <cusip>806857108</cusip>
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    <nameOfIssuer>SOUTH JERSEY INDS INC</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>838518108</cusip>
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    <nameOfIssuer>SOUTHWEST GAS CORP</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
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    <nameOfIssuer>SOUTHWESTERN ENERGY CO</nameOfIssuer>
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    <nameOfIssuer>SPDR GOLD TRUST</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
    <cusip>78463V107</cusip>
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    <nameOfIssuer>TOWERS WATSON &amp; CO</nameOfIssuer>
    <titleOfClass>CL A</titleOfClass>
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    <nameOfIssuer>VULCAN MATLS CO</nameOfIssuer>
    <titleOfClass>COM</titleOfClass>
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