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["Stock","Symbol",null,"Shares Held - 06/30/2014","Market Value - 06/30/2014","% of Portfolio","Ranking"]
["Spdr gold trust etf","GLD",null,10234852,1310470000,5.6791999999999998,1]
["Extended stay america","STAY",null,55711591,1290280000,5.5917000000000003,2]
["Allergan  inc.","AGN",null,5602000,947970000,4.1082000000000001,3]
["Vodafone group plc sponsored adr","VOD",null,26707408,891760000,3.8645999999999998,4]
["Grifols sa sponsored adr (1:1)","GRFS",null,19605181,863608000,3.7425999999999999,5]
["Directv corp.","DTV",null,10000000,850100000,3.6840999999999999,6]
["Shire plc ads","SHPG",null,3366539,792786000,3.4357000000000002,7]
["Time warner cable inc.","TWC",null,5148340,758350000,3.2864,8]
["Whiting petroleum corp. (new)","WLL",null,9447200,758138000,3.2854999999999999,9]
["Cobalt international energy inc","CIE",null,40966100,751728000,3.2576999999999998,10]
["Aetna inc. (new)","AET",null,7989506,647789000,2.8073000000000001,11]
["Covidien plc","COV",null,7000000,631260000,2.7357,12]
["Mylan inc","MYL",null,12130700,625459000,2.7105000000000001,13]
["Mgm resorts international  inc.","MGM",null,22486500,593644000,2.5727000000000002,14]
["Houghton mifflin harcourt","HMHC",null,30912558,592285000,2.5668000000000002,15]
["Oasis petroleum inc","OAS",null,9892500,552892000,2.3961000000000001,16]
["Sprint corp","S",null,64113200,546886000,2.37,17]
["Mallinckrodt plc","MNK",null,6724800,538118000,2.3319999999999999,18]
["Family dollar stores  inc.","FDO",null,8020000,530443000,2.2988,19]
["Anglogold ashanti ltd ads","AU",null,26585100,457530000,1.9827999999999999,20]
["Realogy holdings corp","RLGY",null,12000000,452520000,1.9611000000000001,21]
["T-mobile usa inc","TMUS",null,13157800,442365000,1.9171,22]
["Equinix inc","EQIX",null,2087000,438458000,1.9000999999999999,23]
["Verizon communications","VZ",null,8742725,427782000,1.8539000000000001,24]
["Thermo fisher scientific  inc.","TMO",null,3225000,380550000,1.6492,25]
["Kodiak oil & gas corp.","KOG",null,25986500,378104000,1.6386000000000001,26]
["Cablevision systems corp. class a","CVC",null,19219000,339215000,1.47,27]
["Popular inc","BPOP",null,8845448,302337000,1.3102,28]
["Cobalt international energy inc","CIE","PRN",273000000,285989000,1.2394000000000001,29]
["Caesars entertainment corp","CZR",null,13693700,247582000,1.0729,30]
["Dollar general corp. (new)","DG",null,4090000,234602000,1.0166999999999999,31]
["Mgic investment corp. (1984)","MTG","PRN",150000000,223313000,0.96779999999999999,32]
["Hillshire brands","HSH",null,3425000,213378000,0.92469999999999997,33]
["Questcor pharma inc","QCOR",null,2248913,208002000,0.90139999999999998,34]
["Freeport-mcmoran copper and gold  inc. class b","FCX",null,5300000,193450000,0.83830000000000005,35]
["Hca holdings  inc.","HCA",null,3402619,191840000,0.83140000000000003,36]
["Bank of america corp cl a wt exp 011619","BAC/WS/A",null,27046152,186618000,0.80869999999999997,37]
["Cbs corp. (de) class b","CBS",null,2843500,176695000,0.76570000000000005,38]
["Radian group inc.","RDN",null,11386500,168634000,0.73080000000000001,39]
["Hartford financial services group","HIG",null,4468670,160023000,0.69350000000000001,40]
["Genworth financial inc. class a","GNW",null,9000000,156600000,0.67869999999999997,41]
["Tim participacoes s.a. adr","TSU",null,5295300,153723000,0.66620000000000001,42]
["Mgic investment corp. (1984)","MTG",null,16562000,153033000,0.66320000000000001,43]
["Caesars acq","CACQ",null,12310240,152278000,0.65990000000000004,44]
["Novagold resources inc.","NG",null,35809914,151082000,0.65469999999999995,45]
["Compuware corp.","CPWR",null,14250000,142358000,0.6169,46]
["Radian group inc.","RDN","PRN",84500000,126644000,0.54879999999999995,47]
["Delphi automotive plc","DLPH",null,1600000,109984000,0.47660000000000002,48]
["William lyon homes inc. (new)","WLH",null,3322666,101142000,0.43830000000000002,49]
["Cno financial group  inc.","CNO",null,5559577,98960000,0.4289,50]
["Post holdings inc","POST",null,1850000,94184000,0.40820000000000001,51]
["Rock-tenn company class a","RKT",null,800000,84472000,0.36609999999999998,52]
["Auxilium pharmaceuticals inc","AUXL",null,4000000,80240000,0.34770000000000001,53]
["Actavis plc","ACT",null,300000,66915000,0.28999999999999998,54]
["Valeant pharmaceuticals international  inc (ont)","VRX",null,500300,63098000,0.27339999999999998,55]
["Enzymotec ltd","ENZY",null,4271230,57961000,0.25119999999999998,56]
["Randgold resources ltd ads","GOLD",null,674446,57058000,0.24729999999999999,57]
["Felcor lodging trust  inc.","FCH",null,5000000,52550000,0.22770000000000001,58]
["Whitewave foods co. class a","WWAV",null,1602500,51873000,0.2248,59]
["Vanda pharmaceuticals inc","VNDA",null,3200000,51776000,0.22439999999999999,60]
["Brixmor property group","BRX",null,2229800,51174000,0.2218,61]
["Agnico-eagle mines  ltd adr","AEM",null,1320600,50579000,0.21920000000000001,62]
["Howard hughes corp. (the)","HHC",null,315000,49716000,0.2155,63]
["Ally financial i","ALLY",null,2006213,47969000,0.2079,64]
["Gulf coast u unt","GULTU",null,13721856,40205000,0.17419999999999999,65]
["Starwood property trust inc","STWD","PRN",25000000,28141000,0.122,66]
["Colony financial inc","CLNY","PRN",25000000,26891000,0.11650000000000001,67]
["Redwood trust  inc.","RWT","PRN",25000000,25703000,0.1114,68]
["Dex media inc new com stk (de)","DXM",null,2231132,24855000,0.1077,69]
["Gold fields ltd adr","GFI",null,6529748,24291000,0.1053,70]
["Strategic hotels & resorts inc.","SGCHZ",null,1640000,19204000,8.3199999999999996E-2,71]
["Measurement specialties inc","MEAS",null,213853,18406000,7.9799999999999996E-2,72]
["Sibanye gold ltd adr","SBGL",null,1632435,18006000,7.8E-2,73]
["Iamgold corp. adr","IAG",null,3863912,15919000,6.9000000000000006E-2,74]
["Penn virginia corp.","PVA",null,550000,9323000,4.0399999999999998E-2,75]
["Bank of america corp cl b wt exp 102818","BAC/WS/B",null,11070853,8303000,3.5999999999999997E-2,76]
["Novacopper inc","NCQ",null,5912709,6445000,2.7900000000000001E-2,77]
["International tower hill mines ltd.","THM",null,8908000,6414000,2.7799999999999998E-2,78]
["Allied nevada gold corp","ANV",null,1502184,5648000,2.4500000000000001E-2,79]
["Kamada ltd","KMDA",null,750000,5347000,2.3199999999999998E-2,80]
["Sunstone hotel investors  inc. (new)","SHO",null,246458,3680000,1.5900000000000001E-2,81]