CY2010 Q2
| Company | Value | End Date | SEC Filing |
|---|---|---|---|
| BALDOR ELECTRIC CO | $10,268,000.00 | 2010-07-03 | View |
| DIONEX CORP /DE | $2,532,000.00 | 2010-06-30 | View |
| AMERICAN MEDICAL SYSTEMS HOLDINGS INC | $2,409,000.00 | 2010-07-03 | View |
| NOVELLUS SYSTEMS INC | $22,192,000.00 | 2010-06-26 | View |
| LIFE TECHNOLOGIES CORP | $5,449,000.00 | 2010-06-30 | View |
| SYMMETRICOM INC | $2,900,000.00 | 2010-07-03 | View |
| INTERNATIONAL RECTIFIER CORP /DE/ | $2,293,000.00 | 2010-06-27 | View |
| ALLERGAN INC | $6,500,000.00 | 2010-06-30 | View |
| EMULEX CORP /DE/ | $1,637,000.00 | 2010-06-27 | View |
| PMFG, INC. | $2,480,000.00 | 2010-06-30 | View |
| BROADCOM CORP | $13,000,000.00 | 2010-06-30 | View |
| ARRIS GROUP INC | $3,539,000.00 | 2010-06-30 | View |
| POLYCOM INC | $9,672,000.00 | 2010-06-30 | View |
| EMC CORP | $249,090,000.00 | 2010-06-30 | View |
| L 3 COMMUNICATIONS HOLDINGS INC | $86,000,000.00 | 2010-06-25 | View |
| HARMAN INTERNATIONAL INDUSTRIES INC /DE/ | $99,329,000.00 | 2010-06-30 | View |
| JOY GLOBAL INC | $57,970,000.00 | 2010-07-30 | View |
| MCDERMOTT INTERNATIONAL INC | $117,213,000.00 | 2010-06-30 | View |
| WABCO HOLDINGS INC. | $37,800,000.00 | 2010-06-30 | View |
| VARIAN MEDICAL SYSTEMS INC | $49,583,000.00 | 2010-07-02 | View |
| FLIR SYSTEMS INC | $14,837,000.00 | 2010-06-30 | View |
| NAVISTAR INTERNATIONAL CORP | $-244,000,000.00 | 2010-07-31 | View |
| POLARIS INC. | $24,661,000.00 | 2010-06-30 | View |
| Pentair plc | $42,981,000.00 | 2010-07-03 | View |
| WESTINGHOUSE AIR BRAKE TECHNOLOGIESCORP | $20,214,000.00 | 2010-06-30 | View |
| Seagate Technology Holdings plc | $189,000,000.00 | 2010-07-02 | View |
| TRIMBLE INC. | $14,266,000.00 | 2010-07-02 | View |
| SPX CORP | $41,400,000.00 | 2010-07-03 | View |
| ITRON, INC. | $26,250,000.00 | 2010-06-30 | View |
| The Manitowoc Company, Inc. | $88,200,000.00 | 2010-06-30 | View |
| Astec Industries, Inc. | $8,682,000.00 | 2010-06-30 | View |
| First Solar, Inc. | $8,546,000.00 | 2010-06-26 | View |
| KLA CORPORATION | $21,109,000.00 | 2010-06-30 | View |
| Apple Inc. | $590,000,000.00 | 2010-06-26 | View |
| Oshkosh Corporation | $92,700,000.00 | 2010-06-30 | View |
| LAM RESEARCH CORPORATION | $31,756,000.00 | 2010-06-27 | View |
| VIAVI SOLUTIONS INC. | $7,300,000.00 | 2010-07-03 | View |
| RESMED INC | $11,507,000.00 | 2010-06-30 | View |
| NVIDIA CORP | $203,689,000.00 | 2010-08-01 | View |
| LANTRONIX, INC. | $183,000.00 | 2010-06-30 | View |
| GARMIN LTD. | $41,445,000.00 | 2010-06-26 | View |
| LOUISIANA-PACIFIC CORPORATION | $10,000,000.00 | 2010-06-30 | View |
| A. O. Smith Corporation | $40,200,000.00 | 2010-06-30 | View |
| CUMMINS INC. | $407,000,000.00 | 2010-06-27 | View |
| ROCKWELL AUTOMATION, INC | $36,200,000.00 | 2010-06-30 | View |
| MERITOR, INC. | $31,000,000.00 | 2010-06-30 | View |
| Alpha and Omega Semiconductor Limited | $1,275,000.00 | 2010-06-30 | View |
| WHIRLPOOL CORP /DE/ | $217,000,000.00 | 2010-06-30 | View |
| COMTECH TELECOMMUNICATIONS CORP /DE/ | $10,562,000.00 | 2010-07-31 | View |
| HILL-ROM HOLDINGS, INC. | $14,900,000.00 | 2010-06-30 | View |
| Motorola Solutions, Inc. | $236,000,000.00 | 2010-07-03 | View |
| THOR Industries, Inc. | $51,467,000.00 | 2010-07-31 | View |
| APPLIED MATERIALS INC /DE | $147,200,000.00 | 2010-08-01 | View |
| Ciena Corp | $64,510,000.00 | 2010-07-31 | View |
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