naam	koers	vorig	sales	ebitda	ebit	jaar	index
Accell Group	37.81	38.07	431.73	30.27	25.71	12/2006	ascx
ACCOR	39.385	38.92	7533	1233	812	12/2006	cac40
ADIDAS-SALOMON	37.725	37.14	10084	1092	875	12/2006	dax
Afc Ajax	6.41	6.55	74.43	-1.71	-3.15	06/2006	nl
AMAZON.COM	133.58	130.51	10711	594	389	12/2006	nasdaq
AMAZON.COM	133.58	130.51	10711	594	389	12/2006	sp500
Amsterdam Commodi...	5.75	5.79	119.28	6.03	5.87	12/2006	nl
APOLLO GP	63.44	63.362	2477.53	737.53	670.24	08/2006	nasdaq
APOLLO GP A	63.44	63.362	2477.53	737.53	670.24	08/2006	sp500
AUTONATION	18.79	19.01	18988.6	879.5	796.6	12/2006	sp500
AUTOZONE	168.66	168.09	5948.35	1149.39	1009.92	08/2006	sp500
B SKY B GROUP	569.5	564.5	4148	1011	871	06/2006	ftse
BED BATH & BEYOND	41.34	41.67	6617.43	1022.36	889.4	02/2007	nasdaq
BED BATH & BEYOND	41.34	41.67	6617.43	1022.36	889.4	02/2007	sp500
BEST BUY	39.47	38.96	35934	2508	1999	02/2007	sp500
Beter Bed Holding	19.2	18.65	320.02	31	24.68	12/2006	ascx
BIG LOTS	35.88	35.88	4743.05	263.43	167.81	01/2007	sp500
BLACK DECKER	74.91	75.58	6447.3	895.3	740.4	12/2006	sp500
BMW	32.69	32.265	48999	11070	3937	12/2006	dax
BRUNSWICK	15.68	15.84	5665	508.5	341.2	12/2006	sp500
CARNIVAL	2615	2614	11839	3601	2613	11/2006	ftse
CARNIVAL CORP	37.25	37.17	11839	3601	2613	11/2006	sp500
CBS CORP CL B	14.8	14.75	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	38.74	38.46	7066.96	2246.24	1612.42	12/2006	sp500
COACH	38.49	38.58	2111.5	829.72	764.6	06/2006	sp500
COMCAST	17.57	17.53	24966	9442	4619	12/2006	nasdaq
COMCAST	17.57	17.53	24966	9442	4619	12/2006	sp500
COMPASS GROUP	507.5	505	10815	737	506	09/2006	ftse
CONTINENTAL	37.03	36.8	14887	2401.8	1702.2	12/2006	dax
D R HORTON	12.96	13.01	15051.3	2264.5	2208	09/2006	sp500
DAIMLERCHRYSLER			151589	16587	2913	12/2006	dax
DARDEN RESTAURANTS	42.28	42.25	5567.1	756.75	573.3	05/2007	sp500
Dico International	0.02	0.03	8.6	0.44	0.42	12/2006	nl
DILLARD'S	22.78	22.51	7810.07	628.33	325.07	01/2007	sp500
Docdata	9.4	9.4	59.58	9.51	5.25	12/2006	nl
DOLLAR GENERAL	25.11	25.06	9169.82	448.88	248.28	01/2007	sp500
DOW JONES			1783.87	245.15	147.64	12/2006	sp500
DSG INTERNATIONAL	32.06	32.2	7929.7	409.8	271.2	04/2007	ftse
E W SCRIPPS CL A	9.62	9.64	2498.08	797.02	681.92	12/2006	sp500
EASTMAN KODAK	5.97	5.98	13274	1600	269	12/2006	sp500
ECHOSTAR COMMUN	21.79	21.8	9818.49	2331.66	1217.37	12/2006	nasdaq
Elsevier	8.552	8.6	0	0	-3	12/2006	aex
ENTERPRISE INNS	118.4	112.4	970	547	539	09/2006	ftse
FAMILY DOLLAR STORES	35.32	35.47	6394.77	496.94	362.31	08/2006	sp500
FORD MOTOR	12.91	12.82	160123	564	-15955	12/2006	sp500
FORTUNE BRANDS	47.21	47.03	8255	1777.2	1522.5	12/2006	sp500
GANNETT	16.29	16.08	8033.35	2275.01	1998.24	12/2006	sp500
GAP	22.68	22.37	15943	1704	1174	01/2007	sp500
GARMIN	35.91	35.7	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	40.9	40.58	10457.94	870.14	796.72	12/2006	sp500
GOODYEAR TIRE RUBBER	13.65	13.6	20258	1256	581	12/2006	sp500
H R BLOCK	16.86	16.57	4021.27	810.08	659.86	04/2007	sp500
HARLEY DAVIDSON	26.77	26.96	6185.58	1816.29	1602.52	12/2006	sp500
HARMAN INTL INDS	43.61	43.97	3247.9	527.19	397.24	06/2006	sp500
HARRAH'S ENTERTAIN			9673.9	2347.7	1636.3	12/2006	sp500
HASBRO	38.09	38.01	3151.48	444.14	376.36	12/2006	sp500
HILTON HOTELS			8162	1715	1274	12/2006	sp500
HOME DEPOT	32.13	31.71	90837	11559	9673	01/2007	dow
HOME DEPOT	32.13	31.71	90837	11559	9673	01/2007	sp500
Hunter Douglas	37.09	31.94	2093.1	296	240	12/2006	nl
IAC/INTERACTIVE	23.9	23.92	6277.64	781.67	442.46	12/2006	nasdaq
INTERCONT HOTEL GRP	989.0001	973.5	805	265	201	12/2006	ftse
INTERPUBLIC GROUP	8.53	8.58	6190.8	279.6	106	12/2006	sp500
INTL GAME TECH	16.97	16.87	2511.7	960.5	725.1	09/2006	sp500
ITV	51.15	52.3	2181	407	299	12/2006	ftse
Jetix Europe			0	0	0		nl
JOHNSON CONTROLS	31.55	31.19	32235	2184	1479	09/2006	sp500
JONES APPAREL GP	18.46	18.43	4742.8	-61.5	-166.7	12/2006	sp500
KB HOME	17.6	17.48	11003.79	790.25	770.03	11/2006	sp500
KINGFISHER	223.7	216.7	8675.9	643.2	436.2	01/2007	ftse
KOHLS	53.25	53.13	15544.18	2203.1	1814.8	01/2007	sp500
LAGARDERE	26.39	28.48	13999	1352	1009	12/2006	cac40
LAMAR ADVERTIS	33.51	32.83	1120.09	485.39	178.91	12/2006	nasdaq
LEGGETT PLATT	21.26	21.29	5505.4	665.5	490.1	12/2006	sp500
LENNAR CL A	16.64	16.93	16266.66	947.4	901.97	11/2006	sp500
LIBERTY GLOBAL	28.5	28.44	6487.5	2266.2	381.5	12/2006	nasdaq
LIMITED BRANDS	23.61	23.49	10671	1492	1176	01/2007	sp500
LIZ CLAIBORNE	7.31	7.35	4994.32	576.48	436.08	12/2006	sp500
LOWES COMPANIES	24.59	24.29	46927	6389	5152	01/2007	sp500
LVMH	85.76	86.42	15306	3592	3052	12/2006	cac40
Macintosh	14.48	14.55	983.8	58.15	40.6	12/2006	ascx
MARKS & SPENCER	353.7	349.1	8588.1	1325.1	1042.1	03/2007	ftse
MARRIOT INT CL A	28.33	28.1	12160	1199	1011	12/2006	sp500
MATTEL	22.82	22.89	5650.16	901.08	728.82	12/2006	sp500
McDonald	65.21	64.94	21586.4	5829.2	4579.3	12/2006	dow
MCDONALDS	65.21	64.94	21586.4	5829.2	4579.3	12/2006	sp500
MCGRAW HILL COS THE	35.1	35.04	6255.14	1808.45	1418.45	12/2006	sp500
MEREDITH	33.48	33.34	1597.56	340.56	266.59	06/2006	sp500
MICHELIN	56.93	56.54	16384	1970	1118	12/2006	cac40
N Y TIMES CL A	11.52	11.69	3289.9	463.68	293.82	12/2006	sp500
NEWELL RUBBERMAID	15.31	15.32	6201	916.3	723	12/2006	sp500
NEXT	2020.0001	1978	3283.8	608.4	506.1	01/2007	ftse
NIKE CL B	69.75	69.12	16325.9	2391.2	2131.8	05/2007	sp500
NORDSTROM	38.94	39.15	8560.7	1194.41	909.89	01/2007	sp500
OFFICE DEPOT	8.04	8.03	15010.78	998.51	719.5	12/2006	sp500
OFFICEMAX	16.61	16.55	8965.71	293.71	165.9	12/2006	sp500
OMNICOM GP	39.26	38.84	11376.9	1744.6	1483.5	12/2006	sp500
PEARSON	993.9999	998.5	4137	840	502	12/2006	ftse
PENNEY J C CO HOLDIN	30.21	30.31	19903	2311	1922	01/2007	sp500
PERSIMMON PLC	436.7	425.1	3141.9	641.6	631.7	12/2006	ftse
PET SMART	31.13	31.1	4233.86	478.77	321.83	01/2007	nasdaq
PEUGEOT	21.58	21.47	56594	4277	1119	12/2006	cac40
Philips	23.755	23.985	26976	1899	1065	12/2006	aex
PINAULT PRINTEMPS	93.14	90	17930.9	1637.3	1274.4	12/2006	cac40
Porceleyne Fles	11	10.88	4.14	-0.06	-0.23	12/2006	nl
PULTE HOMES,	11.41	11.36	14269.84	1272.41	1188.74	12/2006	sp500
RADIOSHACK CORP	22.76	22.7	4777.5	329.4	201.2	12/2006	sp500
REED ELSEVIER	509.5	510	0	0	-2	12/2006	ftse
RENAULT	33.27	33.12	41528	3713	877	12/2006	cac40
REUTERS GROUP			2566	385	244	12/2006	ftse
ROSS STORES	52.61	52.07	5570.21	497.79	389.65	01/2007	nasdaq
SEARS HLDGS	101.62	103.28	53012	3611	2469	01/2007	nasdaq
SEARS HLDGS CORP	101.62	103.28	53012	3611	2469	01/2007	sp500
SHERWIN WILLIAMS	65.25	64.7	7809.76	1024.18	878.27	12/2006	sp500
SIRIUS SATELLITE	0.9101	0.9307	637.24	-961.98	-1067.72	12/2006	nasdaq
SNAP ON	43.52	43.65	2522.4	216.8	164.9	12/2006	sp500
Spyker Cars	3.244	3.22	36.29	-3.47	-4.91	12/2006	ascx
STANLEY WORKS THE	58.83	59.38	4018.6	624.5	503.3	12/2006	sp500
STAPLES	23.14	22.96	18160.79	1802.37	1463.07	01/2007	nasdaq
STAPLES	23.14	22.96	18160.79	1802.37	1463.07	01/2007	sp500
STARBUCKS	24.27	24.23	7786.94	1212.64	800.01	09/2006	nasdaq
STARBUCKS	24.27	24.23	7786.94	1212.64	800.01	09/2006	sp500
STARWOOD HOTELS&RES	41.94	41.9	5979	1165	859	12/2006	sp500
Stern Groep	17.905	17.9	756.19	39.52	11.3	12/2006	nl
T J X COS	41.77	41.87	17404.64	1685.33	1262.41	01/2007	sp500
TARGET	52.81	52.64	59490	6565	5069	01/2007	sp500
Tele Atlas			264.31	32.88	-17.3	12/2006	nl
Ten Cate	18.7	18.9	770.5	57.8	38.5	12/2006	amx
TIFFANY AND	45.6	45.89	2648.32	533.24	415.44	01/2007	sp500
TIME WARNER	30.66	30.53	44224	11463	7884	12/2006	sp500
TomTom	6.42	6.027	1363.76	358.41	340.22	12/2006	aex
TRIBUNE			5517.71	1314.35	1085.01	12/2006	sp500
TUI	8.06	8.095	20514.6	782.2	89.9	12/2006	dax
V F	79.8	79.95	6215.79	934.52	826.14	12/2006	sp500
VOLKSWAGEN	73.39	70.28	104875	12321	4459	12/2006	dax
WALT DISNEY	33.81	33.33	34285	6914	5478	09/2006	dow
WALT DISNEY-DISNEY C	33.81	33.33	34285	6914	5478	09/2006	sp500
WENDYS INTL	4.86	4.76	2439.28	201.48	77.78	12/2006	sp500
WHIRLPOOL	86.53	86.94	18080	1428	878	12/2006	sp500
WPP GRP	653	650.5	30140.7	960.8	774.9	12/2006	ftse
WYNDHAM WORLDWIDE	24.94	24.42	3842	824	676	12/2006	sp500
WYNN RESORTS	71.19	70.96	1432.26	244.08	68.62	12/2006	nasdaq
YELL GROUP	39.3	40	2075.1	668.6	512	03/2007	ftse
YUM BRANDS	37.3	36.88	9561	1775	1296	12/2006	sp500

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