|
MS Business Fin Corp, Gulf Opp Zone Indl Dev Rev Bonds (Chevron U.S.A. Inc. Proj), Ser 2007B (GTD byChevron Corporation) 0.14 %, 4/1/2013
|
60528AAT1 12/01/2030
|
Short-Term Securities
|
11,783,000
|
$11,783,000.00
|
4.35 %
|
|
McDermott International, Inc.
|
580037109
|
Common Stocks
|
771,700
|
$8,480,983.00
|
3.12 %
|
|
Visteon Corporation
|
92839U206
|
Common Stocks
|
124,500
|
$7,183,650.00
|
2.66 %
|
|
GulfMark Offshore, Inc.
|
402629208
|
Common Stocks
|
181,300
|
$7,063,448.00
|
2.60 %
|
|
Argo Group International Holdings, Ltd.
|
G0464B107
|
Common Stocks
|
169,800
|
$7,026,324.00
|
2.59 %
|
|
Cinemark Holdings, Inc.
|
17243V102
|
Common Stocks
|
238,500
|
$7,021,440.00
|
2.59 %
|
|
Dana Holding Corporation
|
235825205
|
Common Stocks
|
389,600
|
$6,946,568.00
|
2.56 %
|
|
First Horizon National Corporation
|
320517105
|
Common Stocks
|
607,038
|
$6,483,166.00
|
2.38 %
|
|
Endurance Specialty Holdings Ltd.
|
G30397106
|
Common Stocks
|
134,000
|
$6,406,540.00
|
2.36 %
|
|
Lexington Corporation Properties Trust
|
529043101
|
Common Stocks
|
521,800
|
$6,157,240.00
|
2.27 %
|
|
Community Health Systems, Inc.
|
203668108
|
Common Stocks
|
127,500
|
$6,042,225.00
|
2.23 %
|
|
Boise Inc.
|
09746Y105
|
Common Stocks
|
691,300
|
$5,986,658.00
|
2.21 %
|
|
LinnCo LLC
|
535782106
|
Common Stocks
|
152,800
|
$5,966,840.00
|
2.20 %
|
|
Strategic Hotels & Resorts, Inc.
|
86272T106
|
Common Stocks
|
690,300
|
$5,764,005.00
|
2.13 %
|
|
Manitowoc Company, Inc. (The)
|
563571108
|
Common Stocks
|
276,600
|
$5,686,896.00
|
2.09 %
|
|
Foster Wheeler Ltd.
|
H27178104
|
Common Stocks
|
241,600
|
$5,520,560.00
|
2.04 %
|
|
Reinsurance Group of America, Incorporated
|
759351604
|
Common Stocks
|
92,000
|
$5,489,640.00
|
2.02 %
|
|
Southwest Gas Corporation
|
844895102
|
Common Stocks
|
114,658
|
$5,441,669.00
|
2.00 %
|
|
Capitol Federal Financial
|
14057J101
|
Common Stocks
|
436,400
|
$5,267,348.00
|
1.94 %
|
|
Teradyne, Inc.
|
880770102
|
Common Stocks
|
322,600
|
$5,232,572.00
|
1.93 %
|
|
Great Plains Energy Incorporated
|
391164100
|
Common Stocks
|
225,600
|
$5,231,664.00
|
1.93 %
|
|
Belo Corp., Class A
|
080555105
|
Common Stocks
|
526,800
|
$5,178,444.00
|
1.91 %
|
|
HealthSouth Corporation
|
421924309
|
Common Stocks
|
190,600
|
$5,026,122.00
|
1.85 %
|
|
First Niagara Financial Group, Inc.
|
33582V108
|
Common Stocks
|
564,100
|
$4,997,926.00
|
1.84 %
|
|
Zions Bancorporation
|
989701107
|
Common Stocks
|
199,183
|
$4,977,583.00
|
1.84 %
|
|
Triumph Group, Inc.
|
896818101
|
Common Stocks
|
60,600
|
$4,757,100.00
|
1.75 %
|
|
Freescale Semiconductor, Inc.
|
G3727Q101
|
Common Stocks
|
305,900
|
$4,554,851.00
|
1.67 %
|
|
Synchronoss Technologies, Inc.
|
87157B103
|
Common Stocks
|
145,300
|
$4,508,659.00
|
1.66 %
|
|
SunCoke Energy Partners, L.P.
|
86722Y101
|
Common Stocks
|
206,000
|
$4,305,400.00
|
1.59 %
|
|
Valassis Communications, Inc.
|
918866104
|
Common Stocks
|
140,800
|
$4,205,696.00
|
1.55 %
|
|
E. W. Scripps Company (The)
|
811054402
|
Common Stocks
|
346,761
|
$4,171,535.00
|
1.54 %
|
|
Spansion Inc.
|
84649R200
|
Common Stocks
|
320,300
|
$4,122,261.00
|
1.52 %
|
|
M.D.C. Holdings, Inc.
|
552676108
|
Common Stocks
|
104,700
|
$3,837,255.00
|
1.42 %
|
|
Terex Corporation
|
880779103
|
Common Stocks
|
109,500
|
$3,768,990.00
|
1.39 %
|
|
Owens-Illinois, Inc.
|
690768403
|
Common Stocks
|
141,600
|
$3,773,640.00
|
1.39 %
|
|
Entercom Communications Corp.
|
293639100
|
Common Stocks
|
508,383
|
$3,782,370.00
|
1.39 %
|
|
CoreLogic, Inc.
|
21871D103
|
Common Stocks
|
141,200
|
$3,651,432.00
|
1.35 %
|
|
THL Credit, Inc.
|
872438106
|
Investment Funds
|
245,000
|
$3,670,100.00
|
1.35 %
|
|
Marten Transport, Ltd.
|
573075108
|
Common Stocks
|
177,800
|
$3,579,114.00
|
1.33 %
|
|
Insight Enterprises, Inc.
|
45765U103
|
Common Stocks
|
173,100
|
$3,569,322.00
|
1.32 %
|
|
Cytec Industries Inc.
|
232820100
|
Common Stocks
|
44,700
|
$3,311,376.00
|
1.22 %
|
|
MI Strategic Fund, Var Rate Demand Ltd Oblig Rev Bonds (Air Products and Chemicals, Inc. Proj), Ser 2007 (GTD by Bank of New York (The)) 0.14 %, 4/1/2013
|
594698DF6 12/01/2042
|
Short-Term Securities
|
3,100,000
|
$3,100,000.00
|
1.14 %
|
|
Atlas Pipeline Partners, L.P.
|
049392103
|
Common Stocks
|
82,000
|
$2,835,560.00
|
1.05 %
|
|
Forest City Enterprises, Inc., Class A
|
345550107
|
Common Stocks
|
156,900
|
$2,788,113.00
|
1.03 %
|
|
Petroleum Development Corporation
|
69327R101
|
Common Stocks
|
55,800
|
$2,766,006.00
|
1.02 %
|
|
EV Energy Partners, L.P.
|
26926V107
|
Common Stocks
|
47,500
|
$2,592,075.00
|
0.96 %
|
|
Bank of Marin Bancorp
|
063425102
|
Common Stocks
|
64,065
|
$2,568,366.00
|
0.95 %
|
|
Oasis Petroleum LLC
|
674215108
|
Common Stocks
|
67,800
|
$2,581,146.00
|
0.95 %
|
|
AnnTaylor Stores Corporation
|
035623107
|
Common Stocks
|
88,100
|
$2,556,662.00
|
0.94 %
|
|
Prudential Funding LLC (GTD by Prudential Financial Inc.) 0.09 %, 4/1/2013
|
74433GR16 04/01/2013
|
Short-Term Securities
|
2,487,000
|
$2,486,994.00
|
0.92 %
|
|
Jones Apparel Group, Inc.
|
48020T101
|
Common Stocks
|
183,600
|
$2,335,392.00
|
0.86 %
|
|
Saia, Inc.
|
78709Y105
|
Common Stocks
|
64,800
|
$2,343,816.00
|
0.86 %
|
|
Tri Pointe Homes, LLC
|
87265H109
|
Common Stocks
|
104,000
|
$2,095,600.00
|
0.77 %
|
|
Inter Parfums, Inc.
|
458334109
|
Common Stocks
|
84,000
|
$2,052,120.00
|
0.76 %
|
|
Key Energy Services, Inc.
|
492914106
|
Common Stocks
|
254,100
|
$2,053,128.00
|
0.76 %
|
|
Basic Energy Services, Inc.
|
06985P100
|
Common Stocks
|
144,300
|
$1,972,581.00
|
0.73 %
|
|
EQT Midstream Partners, LP
|
26885B100
|
Common Stocks
|
46,400
|
$1,800,320.00
|
0.66 %
|
|
Boise Cascade Company
|
09739D100
|
Common Stocks
|
52,600
|
$1,785,244.00
|
0.66 %
|
|
Bloomin' Brands, Inc.
|
094235108
|
Common Stocks
|
96,350
|
$1,721,775.00
|
0.63 %
|
|
Team Health Holdings, Inc.
|
87817A107
|
Common Stocks
|
44,400
|
$1,615,272.00
|
0.60 %
|
|
Wintrust Financial Corporation
|
97650W108
|
Common Stocks
|
40,500
|
$1,500,120.00
|
0.55 %
|
|
Louisiana-Pacific Corporation
|
546347105
|
Common Stocks
|
65,500
|
$1,414,800.00
|
0.52 %
|
|
Express, Inc.
|
30219E103
|
Common Stocks
|
76,000
|
$1,353,560.00
|
0.50 %
|
|
Werner Enterprises, Inc.
|
950755108
|
Common Stocks
|
54,200
|
$1,308,388.00
|
0.48 %
|
|
Toyota Motor Credit Corporation 0.13 %, 6/28/2013
|
892332MN4
|
Short-Term Securities
|
1,224,000
|
$1,224,000.00
|
0.45 %
|
|
Arch Coal, Inc.
|
039380100
|
Common Stocks
|
124,700
|
$677,121.00
|
0.25 %
|