CY2010 Q3
| Company | Value | End Date | SEC Filing |
|---|---|---|---|
| BALDOR ELECTRIC CO | $10,306,000.00 | 2010-10-02 | View |
| DIONEX CORP /DE | $2,617,000.00 | 2010-09-30 | View |
| AMERICAN MEDICAL SYSTEMS HOLDINGS INC | $2,427,000.00 | 2010-10-02 | View |
| VARIAN SEMICONDUCTOR EQUIPMENT ASSOCIATES INC | $8,627,000.00 | 2010-10-01 | View |
| ZOLL MEDICAL CORP | $1,515,000.00 | 2010-10-03 | View |
| NOVELLUS SYSTEMS INC | $25,321,000.00 | 2010-09-25 | View |
| MARKETING WORLDWIDE CORP | $95,000.00 | 2010-09-30 | View |
| LIFE TECHNOLOGIES CORP | $6,481,000.00 | 2010-09-30 | View |
| ALLERGAN INC | $6,600,000.00 | 2010-09-30 | View |
| BROADCOM CORP | $8,000,000.00 | 2010-09-30 | View |
| ARRIS GROUP INC | $3,504,000.00 | 2010-09-30 | View |
| AVAGO TECHNOLOGIES LTD | $17,000,000.00 | 2010-10-31 | View |
| POLYCOM INC | $10,076,000.00 | 2010-09-30 | View |
| EMC CORP | $239,519,000.00 | 2010-09-30 | View |
| L 3 COMMUNICATIONS HOLDINGS INC | $87,000,000.00 | 2010-09-24 | View |
| HARMAN INTERNATIONAL INDUSTRIES INC /DE/ | $119,134,000.00 | 2010-09-30 | View |
| CLARCOR INC. | $3,703,000.00 | 2010-08-28 | View |
| JOY GLOBAL INC | $62,351,000.00 | 2010-10-29 | View |
| CROSSROADS SYSTEMS INC | $30,000.00 | 2010-10-31 | View |
| BROCADE COMMUNICATIONS SYSTEMS INC | $5,980,000.00 | 2010-10-30 | View |
| MGC DIAGNOSTICS CORP | $175,000.00 | 2010-10-31 | View |
| MICROSEMI CORP | $1,094,000.00 | 2010-10-03 | View |
| VERIFONE SYSTEMS, INC. | $10,898,000.00 | 2010-10-31 | View |
| MCDERMOTT INTERNATIONAL INC | $50,000.00 | 2010-09-30 | View |
| WABCO HOLDINGS INC. | $43,400,000.00 | 2010-09-30 | View |
| VARIAN MEDICAL SYSTEMS INC | $53,233,000.00 | 2010-10-01 | View |
| FLIR SYSTEMS INC | $15,330,000.00 | 2010-09-30 | View |
| MTS SYSTEMS CORPORATION | $7,505,000.00 | 2010-10-02 | View |
| NAVISTAR INTERNATIONAL CORP | $252,000,000.00 | 2010-10-31 | View |
| POLARIS INC. | $29,602,000.00 | 2010-09-30 | View |
| Pentair plc | $40,783,000.00 | 2010-10-02 | View |
| WESTINGHOUSE AIR BRAKE TECHNOLOGIESCORP | $23,040,000.00 | 2010-09-30 | View |
| Seagate Technology Holdings plc | $181,000,000.00 | 2010-10-01 | View |
| TRIMBLE INC. | $13,802,000.00 | 2010-10-01 | View |
| SPX CORP | $45,100,000.00 | 2010-10-02 | View |
| The Manitowoc Company, Inc. | $87,400,000.00 | 2010-09-30 | View |
| Astec Industries, Inc. | $8,852,000.00 | 2010-09-30 | View |
| First Solar, Inc. | $10,297,000.00 | 2010-09-25 | View |
| KLA CORPORATION | $25,556,000.00 | 2010-09-30 | View |
| Apple Inc. | $761,000,000.00 | 2010-09-25 | View |
| Oshkosh Corporation | $90,500,000.00 | 2010-09-30 | View |
| Hurco Companies, Inc. | $1,591,000.00 | 2010-10-31 | View |
| AMTECH SYSTEMS INC | $1,843,000.00 | 2010-09-30 | View |
| WOODWARD, INC. | $10,851,000.00 | 2010-09-30 | View |
| NVIDIA CORP | $150,666,000.00 | 2010-10-31 | View |
| GARMIN LTD. | $44,023,000.00 | 2010-09-25 | View |
| COHERENT, INC. | $13,499,000.00 | 2010-10-02 | View |
| LOUISIANA-PACIFIC CORPORATION | $10,000,000.00 | 2010-09-30 | View |
| Azenta, Inc. | $8,195,000.00 | 2010-09-30 | View |
| A. O. Smith Corporation | $40,700,000.00 | 2010-09-30 | View |
| CUMMINS INC. | $396,000,000.00 | 2010-09-26 | View |
| ROCKWELL AUTOMATION, INC | $37,300,000.00 | 2010-09-30 | View |
| MERITOR, INC. | $28,000,000.00 | 2010-09-30 | View |
| OPTEX SYSTEMS HOLDINGS, INC. | $25,000.00 | 2010-10-03 | View |
| Powell Industries, Inc. | $5,929,000.00 | 2010-09-30 | View |
| WHIRLPOOL CORP /DE/ | $192,000,000.00 | 2010-09-30 | View |
| INNOVATIVE SOLUTIONS AND SUPPORT, INC. | $933,270.00 | 2010-09-30 | View |
| HP INC. | $1,774,000,000.00 | 2010-10-31 | View |
| TransDigm Group Incorporated | $8,345,000.00 | 2010-09-30 | View |
| HILL-ROM HOLDINGS, INC. | $15,800,000.00 | 2010-09-30 | View |
| Motorola Solutions, Inc. | $224,000,000.00 | 2010-10-02 | View |
| CMC Materials, Inc. | $375,000.00 | 2010-09-30 | View |
| THE TORO COMPANY | $56,934,000.00 | 2010-10-31 | View |
| THOR Industries, Inc. | $62,474,000.00 | 2010-10-31 | View |
| QUANEX BUILDING PRODUCTS CORPORATION | $968,000.00 | 2010-10-31 | View |
| APPLIED MATERIALS INC /DE | $155,000,000.00 | 2010-10-31 | View |
| Ciena Corp | $54,372,000.00 | 2010-10-31 | View |
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