naam	koers	vorig	sales	ebitda	ebit	jaar	index
Accell Group	32.805	32.85	431.73	30.27	25.71	12/2006	ascx
ACCOR	25.48	25.22	7533	1233	812	12/2006	cac40
ADIDAS-SALOMON	41.21	41.56	10084	1092	875	12/2006	dax
Afc Ajax	6.7	6.79	74.43	-1.71	-3.15	06/2006	nl
AMAZON.COM	138.79	135.21	10711	594	389	12/2006	nasdaq
AMAZON.COM	138.79	135.21	10711	594	389	12/2006	sp500
Amsterdam Commodi...	8.23	8.39	119.28	6.03	5.87	12/2006	nl
APOLLO GP	45.38	44.67	2477.53	737.53	670.24	08/2006	nasdaq
APOLLO GP A	45.38	44.67	2477.53	737.53	670.24	08/2006	sp500
AUTONATION	24.54	23.88	18988.6	879.5	796.6	12/2006	sp500
AUTOZONE	218.45	216.94	5948.35	1149.39	1009.92	08/2006	sp500
B SKY B GROUP	708	710.5	4148	1011	871	06/2006	ftse
BED BATH & BEYOND	39.02	38.49	6617.43	1022.36	889.4	02/2007	nasdaq
BED BATH & BEYOND	39.02	38.49	6617.43	1022.36	889.4	02/2007	sp500
BEST BUY	34.37	33.46	35934	2508	1999	02/2007	sp500
Beter Bed Holding	16.36	16.5	320.02	31	24.68	12/2006	ascx
BIG LOTS	33.15	32.87	4743.05	263.43	167.81	01/2007	sp500
BLACK DECKER			6447.3	895.3	740.4	12/2006	sp500
BMW	43.8	43.595	48999	11070	3937	12/2006	dax
BRUNSWICK	14.37	13.93	5665	508.5	341.2	12/2006	sp500
CARNIVAL	2295	2264	11839	3601	2613	11/2006	ftse
CARNIVAL CORP	34.67	33.81	11839	3601	2613	11/2006	sp500
CBS CORP CL B	15.23	14.95	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	57.8	58.07	7066.96	2246.24	1612.42	12/2006	sp500
COACH	39.12	38.16	2111.5	829.72	764.6	06/2006	sp500
COMCAST	18.21	18.08	24966	9442	4619	12/2006	nasdaq
COMCAST	18.21	18.08	24966	9442	4619	12/2006	sp500
COMPASS GROUP	540	534	10815	737	506	09/2006	ftse
CONTINENTAL	50.8	50.65	14887	2401.8	1702.2	12/2006	dax
D R HORTON	11.21	10.98	15051.3	2264.5	2208	09/2006	sp500
DAIMLERCHRYSLER			151589	16587	2913	12/2006	dax
DARDEN RESTAURANTS	44.56	44.22	5567.1	756.75	573.3	05/2007	sp500
Dico International	0.02	0.02	8.6	0.44	0.42	12/2006	nl
DILLARD'S	23.5	23.37	7810.07	628.33	325.07	01/2007	sp500
Docdata	8.8	8.701	59.58	9.51	5.25	12/2006	nl
DOLLAR GENERAL	28.03	28.7	9169.82	448.88	248.28	01/2007	sp500
DOW JONES			1783.87	245.15	147.64	12/2006	sp500
DSG INTERNATIONAL	26.29	25.19	7929.7	409.8	271.2	04/2007	ftse
E W SCRIPPS CL A	7.6	7.53	2498.08	797.02	681.92	12/2006	sp500
EASTMAN KODAK	4.01	4	13274	1600	269	12/2006	sp500
ECHOSTAR COMMUN	18.46	18.43	9818.49	2331.66	1217.37	12/2006	nasdaq
Elsevier	9.626	9.651	0	0	-3	12/2006	aex
ENTERPRISE INNS	92.6	94.05	970	547	539	09/2006	ftse
FAMILY DOLLAR STORES	42.51	43.5	6394.77	496.94	362.31	08/2006	sp500
FORD MOTOR	12.07	11.71	160123	564	-15955	12/2006	sp500
FORTUNE BRANDS	47.95	47.12	8255	1777.2	1522.5	12/2006	sp500
GANNETT	13.81	13.48	8033.35	2275.01	1998.24	12/2006	sp500
GAP	17.65	17.43	15943	1704	1174	01/2007	sp500
GARMIN	28.4	27.63	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	43.94	43.74	10457.94	870.14	796.72	12/2006	sp500
GOODYEAR TIRE RUBBER	10.3	10.13	20258	1256	581	12/2006	sp500
H R BLOCK	13.3	12.57	4021.27	810.08	659.86	04/2007	sp500
HARLEY DAVIDSON	27.13	26.14	6185.58	1816.29	1602.52	12/2006	sp500
HARMAN INTL INDS	35.1	34.06	3247.9	527.19	397.24	06/2006	sp500
HARRAH'S ENTERTAIN			9673.9	2347.7	1636.3	12/2006	sp500
HASBRO	43.49	43.02	3151.48	444.14	376.36	12/2006	sp500
HILTON HOTELS			8162	1715	1274	12/2006	sp500
HOME DEPOT	29.85	29.41	90837	11559	9673	01/2007	dow
HOME DEPOT	29.85	29.41	90837	11559	9673	01/2007	sp500
Hunter Douglas	28.045	27.35	2093.1	296	240	12/2006	nl
IAC/INTERACTIVE	25.85	25.66	6277.64	781.67	442.46	12/2006	nasdaq
INTERCONT HOTEL GRP	1062	1046	805	265	201	12/2006	ftse
INTERPUBLIC GROUP	9.2	9.03	6190.8	279.6	106	12/2006	sp500
INTL GAME TECH	15.6	15.37	2511.7	960.5	725.1	09/2006	sp500
ITV	59.15	59.1	2181	407	299	12/2006	ftse
Jetix Europe			0	0	0		nl
JOHNSON CONTROLS	29.17	28.3	32235	2184	1479	09/2006	sp500
JONES APPAREL GP	17.47	16.97	4742.8	-61.5	-166.7	12/2006	sp500
KB HOME	11.92	11.66	11003.79	790.25	770.03	11/2006	sp500
KINGFISHER	215.5	215.7	8675.9	643.2	436.2	01/2007	ftse
KOHLS	49.56	49.31	15544.18	2203.1	1814.8	01/2007	sp500
LAGARDERE	28.77	28.74	13999	1352	1009	12/2006	cac40
LAMAR ADVERTIS	30.01	29.72	1120.09	485.39	178.91	12/2006	nasdaq
LEGGETT PLATT	21.04	20.58	5505.4	665.5	490.1	12/2006	sp500
LENNAR CL A	14.45	13.98	16266.66	947.4	901.97	11/2006	sp500
LIBERTY GLOBAL	29	28.57	6487.5	2266.2	381.5	12/2006	nasdaq
LIMITED BRANDS	26.21	25.75	10671	1492	1176	01/2007	sp500
LIZ CLAIBORNE	4.83	4.74	4994.32	576.48	436.08	12/2006	sp500
LOWES COMPANIES	21.96	21.94	46927	6389	5152	01/2007	sp500
LVMH	97.1	96.47	15306	3592	3052	12/2006	cac40
Macintosh	15	15.01	983.8	58.15	40.6	12/2006	ascx
MARKS & SPENCER	357.8	354.9	8588.1	1325.1	1042.1	03/2007	ftse
MARRIOT INT CL A	35.35	34.71	12160	1199	1011	12/2006	sp500
MATTEL	21.94	21.66	5650.16	901.08	728.82	12/2006	sp500
McDonald	75.09	75.02	21586.4	5829.2	4579.3	12/2006	dow
MCDONALDS	75.09	75.02	21586.4	5829.2	4579.3	12/2006	sp500
MCGRAW HILL COS THE	29.68	29.35	6255.14	1808.45	1418.45	12/2006	sp500
MEREDITH	32.2	31.17	1597.56	340.56	266.59	06/2006	sp500
MICHELIN	61.17	61.39	16384	1970	1118	12/2006	cac40
N Y TIMES CL A	8.1	7.77	3289.9	463.68	293.82	12/2006	sp500
NEWELL RUBBERMAID	16.1	15.73	6201	916.3	723	12/2006	sp500
NEXT	2053	2040	3283.8	608.4	506.1	01/2007	ftse
NIKE CL B	74.25	72.96	16325.9	2391.2	2131.8	05/2007	sp500
NORDSTROM	33.47	32.76	8560.7	1194.41	909.89	01/2007	sp500
OFFICE DEPOT	4.02	3.92	15010.78	998.51	719.5	12/2006	sp500
OFFICEMAX	12.16	11.31	8965.71	293.71	165.9	12/2006	sp500
OMNICOM GP	37.01	36.05	11376.9	1744.6	1483.5	12/2006	sp500
PEARSON	1010.0001	996.5	4137	840	502	12/2006	ftse
PENNEY J C CO HOLDIN	21.59	21.41	19903	2311	1922	01/2007	sp500
PERSIMMON PLC	392.6	391.8	3141.9	641.6	631.7	12/2006	ftse
PET SMART	34.51	33.79	4233.86	478.77	321.83	01/2007	nasdaq
PEUGEOT	21.475	21.68	56594	4277	1119	12/2006	cac40
Philips	23.37	23.365	26976	1899	1065	12/2006	aex
PINAULT PRINTEMPS	108.15	108	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,	8.79	8.61	14269.84	1272.41	1188.74	12/2006	sp500
RADIOSHACK CORP	19.52	19.17	4777.5	329.4	201.2	12/2006	sp500
REED ELSEVIER	543	542.5	0	0	-2	12/2006	ftse
RENAULT	34.28	34.205	41528	3713	877	12/2006	cac40
REUTERS GROUP			2566	385	244	12/2006	ftse
ROSS STORES	52.6	52.2	5570.21	497.79	389.65	01/2007	nasdaq
SEARS HLDGS	68.39	66.5	53012	3611	2469	01/2007	nasdaq
SEARS HLDGS CORP	68.39	66.5	53012	3611	2469	01/2007	sp500
SHERWIN WILLIAMS	72.32	72.48	7809.76	1024.18	878.27	12/2006	sp500
SIRIUS SATELLITE	1.01	0.9931	637.24	-961.98	-1067.72	12/2006	nasdaq
SNAP ON	44.5	43.36	2522.4	216.8	164.9	12/2006	sp500
Spyker Cars	2.29	2.2	36.29	-3.47	-4.91	12/2006	ascx
STANLEY WORKS THE	58.16	57.35	4018.6	624.5	503.3	12/2006	sp500
STAPLES	19.14	18.74	18160.79	1802.37	1463.07	01/2007	nasdaq
STAPLES	19.14	18.74	18160.79	1802.37	1463.07	01/2007	sp500
STARBUCKS	25.07	24.66	7786.94	1212.64	800.01	09/2006	nasdaq
STARBUCKS	25.07	24.66	7786.94	1212.64	800.01	09/2006	sp500
STARWOOD HOTELS&RES	50.67	49.93	5979	1165	859	12/2006	sp500
Stern Groep	18.875	18.85	756.19	39.52	11.3	12/2006	nl
T J X COS	41.89	41.45	17404.64	1685.33	1262.41	01/2007	sp500
TARGET	52.83	52.55	59490	6565	5069	01/2007	sp500
Tele Atlas			264.31	32.88	-17.3	12/2006	nl
Ten Cate	20.25	20.59	770.5	57.8	38.5	12/2006	amx
TIFFANY AND	42.8	42.05	2648.32	533.24	415.44	01/2007	sp500
TIME WARNER	31.72	31.4	44224	11463	7884	12/2006	sp500
TomTom	4.522	4.538	1363.76	358.41	340.22	12/2006	aex
TRIBUNE			5517.71	1314.35	1085.01	12/2006	sp500
TUI	8.498	8.375	20514.6	782.2	89.9	12/2006	dax
V F	75.58	74.27	6215.79	934.52	826.14	12/2006	sp500
VOLKSWAGEN	74.02	73.75	104875	12321	4459	12/2006	dax
WALT DISNEY	34.67	33.91	34285	6914	5478	09/2006	dow
WALT DISNEY-DISNEY C	34.67	33.91	34285	6914	5478	09/2006	sp500
WENDYS INTL	4.34	4.4	2439.28	201.48	77.78	12/2006	sp500
WHIRLPOOL	79.2	77.28	18080	1428	878	12/2006	sp500
WPP GRP	683	675.5	30140.7	960.8	774.9	12/2006	ftse
WYNDHAM WORLDWIDE	25.59	25.23	3842	824	676	12/2006	sp500
WYNN RESORTS	87.81	84.67	1432.26	244.08	68.62	12/2006	nasdaq
YELL GROUP	16.75	17.79	2075.1	668.6	512	03/2007	ftse
YUM BRANDS	44.35	43.85	9561	1775	1296	12/2006	sp500

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