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US Feed Portfolio

              Long        Short             
       Total Market Capitalization of All Firms (in million) 5802644 mm          4657968 mm             
       Average Market Capitalization (in million) 23879 mm          15843 mm       
       Average Market Cap Weighted Market to Model 0.97          1.05       
       Average Beta 1.17          1.13       
       Average Price To Revenue 1.93          2.49       
       Average Price To Free Cash Flow 25.11          142.89       
       Total Number of Firms 243          294       
TickerCompany NameSub SectorLong Or ShortMarket To ModelTotal Market Cap ($ mm)Expected ReturnsAverage EV/EBITDAM% GrowthBetaAs Of
MDPMeredith CorpPublishing - PeriodiS48.22,1460%30151.31Mar 18
WFTWeatherford InternationalEquipment Leasing - S3.43,33312%3092.16Mar 18
NENoble CorpOffshore Rigs LeasinL2.41,32715%47.78-331.96Mar 18
OLNOlin CorpChemicals - DiversifS2.15,53815%24.59101.37Mar 18
KMXCarmax IncAuto DealershipsS2.012,32420%3021.46Feb 18
TYLTyler Technologies Inc.Information TechnoloS2.08,5004%40.09110.92Mar 18
FOSLFossil IncJewelleryL2.39968%3030.78Mar 18
NOVNational Oilwell Varco, IOil Gas Equipment & L1.915,6824%30100.81Mar 18
MNSTMonster Beverage CorporatBeverages - Soft DriS1.728,2156%21.31111.20Mar 18
BF-BBrown Forman Inc BBeverages - Brewers/S1.815,9583%17.25100.89Jan 18
KAMNKaman CorpIndustrial EquipmentS2.02,0264%18.980.84Mar 18
BAXBaxter International IncMedical Instruments L1.739,5225%30.0980.85Mar 18
DKDelek Us Holdings Inc.Oil Gas Refining & MS1.94,27118%30621.39Mar 18
NCINavigant Consulting Inc.Management ServicesL2.01,1379%17.6440.93Mar 18
AAONAaon Inc.Air Conditioning andS1.91,58511%36.8680.77Mar 18
TUTelus Corp.Wireless CommunicatiL1.720,9708%15.4870.79Mar 18
AOSA.o. Smith CorpElectrical ComponentS1.711,1236%20.1681.45Mar 18
NPNeenah Paper Inc.Paper & Paper ProduS1.91,36610%23.9291.23Mar 18
CLBCore Laboratories NvOil Gas Equipment & S1.75,3934%28.38121.32Mar 18
FISVFiserv IncBusiness Software SeS1.630,2587%20.3360.86Mar 18
MGMMGM Resorts InternationalResorts CasinosS1.618,0929%19.1641.34Mar 18
SCVLShoe Carnival Inc.Apparel Footwear AccL2.054116%45.150.78Jan 18
DRQDril-quip Inc.Oil Gas Equipment & L1.81,7418%30-220.78Mar 18
AAPAdvance Auto Parts IncAuto Parts StoresL1.79,2306%36.1721.08Mar 18
BMIBadger Meter Inc.Scientific TechnicalS1.81,2536%19.9260.71Mar 18
HOSHornbeck Offshore ServiceMarine TransportatioL2.212419%3061.20Mar 18
LOWLowes Cos IncHome Improvement StoL1.580,5267%21.9241.32Apr 18
SMPStandard Motor Products IAuto PartsS1.81,00720%32.66-41.58Mar 18
ASHAshland IncChemicals - SpecialtS1.74,9787%16.4731.10Mar 18
ADBEAdobe Systems IncApplication SoftwareS1.5120,0635%36.24261.06Feb 18
EWEdwards Lifesciences CorpMedical Appliances ES1.628,7047%28.4190.68Mar 18
NUENucor CorpSteel & IronS1.620,4389%17.64181.50Mar 18
ETMEntercom Communications CBroadcasting - RadioS1.8989-9%26.511270.91Mar 18
SMISemiconductor ManufacturiSemiconductor - InteL1.66,40713%3070.44Mar 18
MLMMartin Marietta MaterialsGeneral Building MatS1.613,6767%3001.10Mar 18
NNBRNn Inc.Machine Tools AccessL1.860718%19.7500.88Mar 18
PENNPenn National Gaming Inc.Resorts CasinosL1.73,13811%11.0851.42Mar 18
DORMDorman Products, Inc.Auto PartsS1.72,2198%14.510.90Dec 17
WCNWaste Connections Inc.Waste ManagementS1.520,1318%18.28100.78Mar 18
ROCKGibraltar Industries Inc.Steel & IronS1.71,26420%17.3411.72Mar 18
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