Largest Holdings During 2011

COMPANY
SYMBOL
INDUSTRY
ATWOOD OCEANICS
ATW
OFFSHORE OIL DRILLING
DEAN FOODS
DF
FOOD – DAIRY PRODUCTS
COMPUTER SCIENCES CORP
CSC
INFORMATION TECH. SERVICES
DELPHI FINANCIAL SERVICES
DFG
LIFE INSURANCE PRODUCTS
GAMESTOP CORP
GME
RETAILING
HEALTH NET INC
HNT
HEALTHCARE – MANAGED CARE
HUNTSMAN CORP
HUN
SPECIALTY CHEMICALS
TEMPLE-INLAND
TIN
PACKAGING AND FOREST PRODUCTS
TITANIUM METALS TIE INDUSTRIAL METALS
XEROX
XRX
BUSINESS EQUIPMENT