| LARGEST EQUITY HOLDINGS |
| Weatherford International Ltd. |
5.15% |
| Arch Coal, Inc. |
4.44% |
| Schlumberger, Ltd. |
4.27% |
| Google, Inc. |
3.91% |
| Abb Ltd., ADR |
3.76% |
| Nucor Corp. |
3.75% |
| Transocean, Inc. |
3.52% |
Freeport McMoran
Copper & Gold, Inc. |
3.41% |
| Merck & Co., Inc |
3.08% |
| National-Oil Well Varco, Inc. |
3.02% |