AETNA INC NEWCOM00817Y108266238810SHDFND 3881000ALCOA INCCOM01381710158755207SHDFND 5520700AMERICAN AIRLS GROUP INCCOM02376R102213384484SHDFND 8448400AMERICAN INTL GROUP INCCOM NEW0268747845336104517SHDFND 10451700APACHE CORPCOM037411105557564873SHDFND 6487300APPLE INCCOM037833100707712613SHDFND 1261300CARNIVAL CORPPAIRED CTF1436583006697166706SHDFND 16670600CHESAPEAKE ENERGY CORPCOM1651671072805103371SHDFND 10337100CITIGROUP INCCOM NEW172967424371071201SHDFND 7120100CYPRESS SEMICONDUCTOR CORPCOM2328061091443137434SHDFND 13743400EBAY INCCOM278642103270649294SHDFND 4929400FIDELITY NATIONAL FINANCIALCL A31620R105179055147SHDFND 5514700GENERAL MTRS COCOM37045V1005589136753SHDFND 13675300GILEAD SCIENCES INCCOM375558103171522823SHDFND 2282300HUMANA INCCOM444859102286627767SHDFND 2776700LIBERTY GLOBAL PLCSHS CL CG5480U120351641700SHDFND 4170000MCDERMOTT INTL INCCOM5800371091953213207SHDFND 21320700MICRON TECHNOLOGY INCCOM5951121034195192794SHDFND 19279400MOTOROLA SOLUTIONS INCCOM NEW6200763078277122618SHDFND 12261800MURPHY OIL CORPCOM626717102230535528SHDFND 3552800MURPHY USA INCCOM62675510297323412SHDFND 2341200NATIONSTAR MTG HLDGS INCCOM63861C109173646958SHDFND 4695800NOKIA CORPSPONSORED ADR6549022041380170188SHDFND 17018800QUALCOMM INCCOM747525103279637657SHDFND 3765700RIVERBED TECHNOLOGY INCCOM7685731075452301561SHDFND 30156100ROVI CORPCOM7793761022803142357SHDFND 14235700SPIRIT AEROSYSTEMS HLDGS INCCOM CL A848574109214763012SHDFND 6301200UNITEDHEALTH GROUP INCCOM91324P102304940495SHDFND 4049500WALGREEN COCOM931422109331757745SHDFND 5774500WEATHERFORD INTERNATIONAL LTREG SHSH270131032915188154SHDFND 18815400WELLPOINT INCCOM94973V107296932132SHDFND 3213200WPX ENERGY INCCOM98212B10360529709SHDFND 2970900XPO LOGISTICS INCCOM9837931006080231250SHDFND 23125000