EOD 7/14 Top 10 Cyclical's of 125 Stk Quant Model
$LEN+6.0%
$AGCO+5.3%
$CAT+4.8%
$DAN+3.9%
$DE+3.5%
$CVX+3.5%
$ALB+3.2%
$SCCO+3.1%
$MCHP+2.9%
$LITE+2.7%
Cyclicals account for 28 Stks of the 125 Stock Model. 
Ave Gain was 2% vs. Model 1% and $SPY+1.3% Growth Lagged.