Name	Price	Previous	Sales	EBITDA	EBIT	year	index
Accell Group	32.86	32.5	431.73	30.27	25.71	12/2006	ascx
ACCOR	25.195	25.125	7533	1233	812	12/2006	cac40
ADIDAS-SALOMON	41.96	41.72	10084	1092	875	12/2006	dax
Afc Ajax	6.55	6.71	74.43	-1.71	-3.15	06/2006	nl
AMAZON.COM	139.14	137.22	10711	594	389	12/2006	nasdaq
AMAZON.COM	139.14	137.22	10711	594	389	12/2006	sp500
Amsterdam Commodi...	8.17	8.16	119.28	6.03	5.87	12/2006	nl
APOLLO GP	46.05	45.17	2477.53	737.53	670.24	08/2006	nasdaq
APOLLO GP A	46.05	45.17	2477.53	737.53	670.24	08/2006	sp500
AUTONATION	23.9	23.92	18988.6	879.5	796.6	12/2006	sp500
AUTOZONE	220.24	218.55	5948.35	1149.39	1009.92	08/2006	sp500
B SKY B GROUP	710.5	708.5	4148	1011	871	06/2006	ftse
BED BATH & BEYOND	39.23	38.65	6617.43	1022.36	889.4	02/2007	nasdaq
BED BATH & BEYOND	39.23	38.65	6617.43	1022.36	889.4	02/2007	sp500
BEST BUY	33.54	33.69	35934	2508	1999	02/2007	sp500
Beter Bed Holding	16.435	16.3	320.02	31	24.68	12/2006	ascx
BIG LOTS	33	32.68	4743.05	263.43	167.81	01/2007	sp500
BLACK DECKER			6447.3	895.3	740.4	12/2006	sp500
BMW	44.64	43.935	48999	11070	3937	12/2006	dax
BRUNSWICK	14.2	13.91	5665	508.5	341.2	12/2006	sp500
CARNIVAL	2277	2288	11839	3601	2613	11/2006	ftse
CARNIVAL CORP	34.57	33.87	11839	3601	2613	11/2006	sp500
CBS CORP CL B	14.91	14.69	14320.2	3111.1	2671.6	12/2006	sp500
CENTEX			12014.57	205.12	145.33	03/2007	sp500
CIRCUIT CITY STRS			12429.75	268.17	86.7	02/2007	sp500
CLEAR CHANNEL COM	57.52	57.25	7066.96	2246.24	1612.42	12/2006	sp500
COACH	39.29	38.78	2111.5	829.72	764.6	06/2006	sp500
COMCAST	17.92	17.8	24966	9442	4619	12/2006	nasdaq
COMCAST	17.92	17.8	24966	9442	4619	12/2006	sp500
COMPASS GROUP	542.5	540.5	10815	737	506	09/2006	ftse
CONTINENTAL	50.47	49.85	14887	2401.8	1702.2	12/2006	dax
D R HORTON	10.92	10.95	15051.3	2264.5	2208	09/2006	sp500
DAIMLERCHRYSLER			151589	16587	2913	12/2006	dax
DARDEN RESTAURANTS	44.37	44.38	5567.1	756.75	573.3	05/2007	sp500
Dico International	0.01	0.02	8.6	0.44	0.42	12/2006	nl
DILLARD'S	23.22	23.07	7810.07	628.33	325.07	01/2007	sp500
Docdata	8.601	8.6	59.58	9.51	5.25	12/2006	nl
DOLLAR GENERAL	27.68	28	9169.82	448.88	248.28	01/2007	sp500
DOW JONES			1783.87	245.15	147.64	12/2006	sp500
DSG INTERNATIONAL	24.94	24.74	7929.7	409.8	271.2	04/2007	ftse
E W SCRIPPS CL A	7.41	7.34	2498.08	797.02	681.92	12/2006	sp500
EASTMAN KODAK	3.74	3.79	13274	1600	269	12/2006	sp500
ECHOSTAR COMMUN	18.37	18.26	9818.49	2331.66	1217.37	12/2006	nasdaq
Elsevier	9.735	9.608	0	0	-3	12/2006	aex
ENTERPRISE INNS	90.7	91.25	970	547	539	09/2006	ftse
FAMILY DOLLAR STORES	42.45	42.26	6394.77	496.94	362.31	08/2006	sp500
FORD MOTOR	11.8	11.8	160123	564	-15955	12/2006	sp500
FORTUNE BRANDS	47.55	47.07	8255	1777.2	1522.5	12/2006	sp500
GANNETT	13.11	13.12	8033.35	2275.01	1998.24	12/2006	sp500
GAP	17.24	17.23	15943	1704	1174	01/2007	sp500
GARMIN	27.88	27.77	1774	599.03	554.56	12/2006	nasdaq
GEN MOTORS			207349	3282	-7668	12/2006	sp500
GENERAL MOTORS			207349	3282	-7668	12/2006	dow
GENUINE PARTS	42.24	42.32	10457.94	870.14	796.72	12/2006	sp500
GOODYEAR TIRE RUBBER	9.94	9.68	20258	1256	581	12/2006	sp500
H R BLOCK	12.88	12.36	4021.27	810.08	659.86	04/2007	sp500
HARLEY DAVIDSON	26.29	26.5	6185.58	1816.29	1602.52	12/2006	sp500
HARMAN INTL INDS	33.3	33.63	3247.9	527.19	397.24	06/2006	sp500
HARRAH'S ENTERTAIN			9673.9	2347.7	1636.3	12/2006	sp500
HASBRO	43.03	43.23	3151.48	444.14	376.36	12/2006	sp500
HILTON HOTELS			8162	1715	1274	12/2006	sp500
HOME DEPOT	29.45	29.33	90837	11559	9673	01/2007	dow
HOME DEPOT	29.45	29.33	90837	11559	9673	01/2007	sp500
Hunter Douglas	28.4	28.07	2093.1	296	240	12/2006	nl
IAC/INTERACTIVE	25.93	25.59	6277.64	781.67	442.46	12/2006	nasdaq
INTERCONT HOTEL GRP	1082	1065	805	265	201	12/2006	ftse
INTERPUBLIC GROUP	9.18	9	6190.8	279.6	106	12/2006	sp500
INTL GAME TECH	15.14	15.12	2511.7	960.5	725.1	09/2006	sp500
ITV	57.25	57.05	2181	407	299	12/2006	ftse
Jetix Europe			0	0	0		nl
JOHNSON CONTROLS	27.92	28.16	32235	2184	1479	09/2006	sp500
JONES APPAREL GP	17.44	16.78	4742.8	-61.5	-166.7	12/2006	sp500
KB HOME	11.57	11.55	11003.79	790.25	770.03	11/2006	sp500
KINGFISHER	214.9	213.9	8675.9	643.2	436.2	01/2007	ftse
KOHLS	48.9	49.06	15544.18	2203.1	1814.8	01/2007	sp500
LAGARDERE	28.72	28.5	13999	1352	1009	12/2006	cac40
LAMAR ADVERTIS	28.95	28.91	1120.09	485.39	178.91	12/2006	nasdaq
LEGGETT PLATT	20.96	20.82	5505.4	665.5	490.1	12/2006	sp500
LENNAR CL A	14.44	14.14	16266.66	947.4	901.97	11/2006	sp500
LIBERTY GLOBAL	28.82	28.83	6487.5	2266.2	381.5	12/2006	nasdaq
LIMITED BRANDS	25.12	25.89	10671	1492	1176	01/2007	sp500
LIZ CLAIBORNE	4.72	4.67	4994.32	576.48	436.08	12/2006	sp500
LOWES COMPANIES	21.54	21.53	46927	6389	5152	01/2007	sp500
LVMH	98.42	97.05	15306	3592	3052	12/2006	cac40
Macintosh	15.19	15.25	983.8	58.15	40.6	12/2006	ascx
MARKS & SPENCER	359.9	354.1	8588.1	1325.1	1042.1	03/2007	ftse
MARRIOT INT CL A	35.27	34.78	12160	1199	1011	12/2006	sp500
MATTEL	21.69	21.62	5650.16	901.08	728.82	12/2006	sp500
McDonald	76.08	75.8	21586.4	5829.2	4579.3	12/2006	dow
MCDONALDS	76.08	75.8	21586.4	5829.2	4579.3	12/2006	sp500
MCGRAW HILL COS THE	29.12	29.03	6255.14	1808.45	1418.45	12/2006	sp500
MEREDITH	31.3	31.76	1597.56	340.56	266.59	06/2006	sp500
MICHELIN	62.1	61.01	16384	1970	1118	12/2006	cac40
N Y TIMES CL A	8.38	7.76	3289.9	463.68	293.82	12/2006	sp500
NEWELL RUBBERMAID	16.16	16.1	6201	916.3	723	12/2006	sp500
NEXT	2039	2033	3283.8	608.4	506.1	01/2007	ftse
NIKE CL B	74.14	74.02	16325.9	2391.2	2131.8	05/2007	sp500
NORDSTROM	33	32.62	8560.7	1194.41	909.89	01/2007	sp500
OFFICE DEPOT	4	3.94	15010.78	998.51	719.5	12/2006	sp500
OFFICEMAX	11.75	11.72	8965.71	293.71	165.9	12/2006	sp500
OMNICOM GP	36.88	36.27	11376.9	1744.6	1483.5	12/2006	sp500
PEARSON	997	985.0001	4137	840	502	12/2006	ftse
PENNEY J C CO HOLDIN	20.97	20.76	19903	2311	1922	01/2007	sp500
PERSIMMON PLC	389.2	396.7	3141.9	641.6	631.7	12/2006	ftse
PET SMART	34.66	33.93	4233.86	478.77	321.83	01/2007	nasdaq
PEUGEOT	21.665	21.61	56594	4277	1119	12/2006	cac40
Philips	23.5	23.495	26976	1899	1065	12/2006	aex
PINAULT PRINTEMPS	107.95	107.2	17930.9	1637.3	1274.4	12/2006	cac40
Porceleyne Fles	9.84	9.85	4.14	-0.06	-0.23	12/2006	nl
PULTE HOMES,	8.6	8.56	14269.84	1272.41	1188.74	12/2006	sp500
RADIOSHACK CORP	19.13	19.04	4777.5	329.4	201.2	12/2006	sp500
REED ELSEVIER	538	538	0	0	-2	12/2006	ftse
RENAULT	34.175	34	41528	3713	877	12/2006	cac40
REUTERS GROUP			2566	385	244	12/2006	ftse
ROSS STORES	51.77	51.58	5570.21	497.79	389.65	01/2007	nasdaq
SEARS HLDGS	65.27	65.19	53012	3611	2469	01/2007	nasdaq
SEARS HLDGS CORP	65.27	65.19	53012	3611	2469	01/2007	sp500
SHERWIN WILLIAMS	72.31	71.86	7809.76	1024.18	878.27	12/2006	sp500
SIRIUS SATELLITE	1.05	1.01	637.24	-961.98	-1067.72	12/2006	nasdaq
SNAP ON	44.25	43.95	2522.4	216.8	164.9	12/2006	sp500
Spyker Cars	2.35	2.35	36.29	-3.47	-4.91	12/2006	ascx
STANLEY WORKS THE	58.58	57.45	4018.6	624.5	503.3	12/2006	sp500
STAPLES	19.04	18.67	18160.79	1802.37	1463.07	01/2007	nasdaq
STAPLES	19.04	18.67	18160.79	1802.37	1463.07	01/2007	sp500
STARBUCKS	24.78	24.87	7786.94	1212.64	800.01	09/2006	nasdaq
STARBUCKS	24.78	24.87	7786.94	1212.64	800.01	09/2006	sp500
STARWOOD HOTELS&RES	50.2	49.66	5979	1165	859	12/2006	sp500
Stern Groep	18.605	18.5	756.19	39.52	11.3	12/2006	nl
T J X COS	41.26	40.94	17404.64	1685.33	1262.41	01/2007	sp500
TARGET	52.49	52.33	59490	6565	5069	01/2007	sp500
Tele Atlas			264.31	32.88	-17.3	12/2006	nl
Ten Cate	20.16	20.15	770.5	57.8	38.5	12/2006	amx
TIFFANY AND	42.5	42.08	2648.32	533.24	415.44	01/2007	sp500
TIME WARNER	31	30.83	44224	11463	7884	12/2006	sp500
TomTom	4.655	4.569	1363.76	358.41	340.22	12/2006	aex
TRIBUNE			5517.71	1314.35	1085.01	12/2006	sp500
TUI	8.371	8.341	20514.6	782.2	89.9	12/2006	dax
V F	75.09	74.23	6215.79	934.52	826.14	12/2006	sp500
VOLKSWAGEN	73.79	73.23	104875	12321	4459	12/2006	dax
WALT DISNEY	33.84	33.84	34285	6914	5478	09/2006	dow
WALT DISNEY-DISNEY C	33.84	33.84	34285	6914	5478	09/2006	sp500
WENDYS INTL	4.36	4.37	2439.28	201.48	77.78	12/2006	sp500
WHIRLPOOL	77.47	75.98	18080	1428	878	12/2006	sp500
WPP GRP	686.5	673	30140.7	960.8	774.9	12/2006	ftse
WYNDHAM WORLDWIDE	25.98	25.44	3842	824	676	12/2006	sp500
WYNN RESORTS	88.42	86.67	1432.26	244.08	68.62	12/2006	nasdaq
YELL GROUP	16.68	16.37	2075.1	668.6	512	03/2007	ftse
YUM BRANDS	44.51	44.28	9561	1775	1296	12/2006	sp500

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