
| ASSET | DATE | % RETURN |
|---|---|---|
ArcelorMittal SA ADR (MT) | 7/1/2004 - 8/31/2004 | 70.27% |
Vale SA ADR (VALE) | 7/1/2004 - 8/31/2004 | 70.12% |
Alamos Gold (AGI) | 7/1/2004 - 8/31/2004 | 37.41% |
Centrais Elétricas Brasileiras SA - Eletrobrás (EBR.B) | 7/1/2004 - 8/31/2004 | 36.42% |
Texas Pacific Land Trust (TPL) | 7/1/2004 - 8/31/2004 | 34.2% |
Carpenter Technology (CRS) | 7/1/2004 - 8/31/2004 | 30.84% |
Intuitive Surgical (ISRG) | 7/1/2004 - 8/31/2004 | 29.88% |
Centrais Electricas Brasileiras (EBR) | 7/1/2004 - 8/31/2004 | 28.16% |
Coherent (COHR) | 7/1/2004 - 8/31/2004 | 26.87% |
Telus (TU) | 7/1/2004 - 8/31/2004 | 24.24% |
Teledyne Technologies (TDY) | 7/1/2004 - 8/31/2004 | 21.23% |
CACI International (CACI) | 7/1/2004 - 8/31/2004 | 20.4% |
Jones Lang LaSalle (JLL) | 7/1/2004 - 8/31/2004 | 19.38% |
East West Bancorp (EWBC) | 7/1/2004 - 8/31/2004 | 18.59% |
Clean Harbors (CLH) | 7/1/2004 - 8/31/2004 | 18.11% |
Harmony Gold Mining (HMY) | 7/1/2004 - 8/31/2004 | 17.51% |
Tenaris SA ADR (TS) | 7/1/2004 - 8/31/2004 | 17.24% |
Telefonica Brasil SA ADR (VIV) | 7/1/2004 - 8/31/2004 | 16.94% |
United Therapeutics (UTHR) | 7/1/2004 - 8/31/2004 | 16.28% |
BlackRock (BLK) | 7/1/2004 - 8/31/2004 | 14.95% |
Shinhan Financial (SHG) | 7/1/2004 - 8/31/2004 | 14.8% |
Newmont Goldcorp (NEM) | 7/1/2004 - 8/31/2004 | 14.7% |
Gold Fields Ltd ADR (GFI) | 7/1/2004 - 8/31/2004 | 14.39% |
Banco De Chile (BCH) | 7/1/2004 - 8/31/2004 | 13.81% |
Humana (HUM) | 7/1/2004 - 8/31/2004 | 13.5% |