March - Putnam Investments
March - Putnam Investments
March - Putnam Investments
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COMMON STOCKS (60.9%)* cont. Shares ValueConsumer cyclicals cont.Kolao Holdings (South Korea) 10,120 $236,066La-Z-Boy, Inc. 6,350 172,085Liberty Media Corp. Class A † 21,400 2,797,622LifeLock, Inc. † 6,648 113,747LIN Media, LLC Class A † 5,875 155,688Lowe’s Cos., Inc. 190,527 9,316,770Lumber Liquidators Holdings, Inc. † 1,566 146,891Luxottica Group SpA (Italy) 4,171 241,224Macy’s, Inc. 75,703 4,488,431Magazine Luiza SA (Brazil) † 92,700 264,740Marcus Corp. 19,455 324,899Matahari Department Store Tbk PT (Indonesia) † 510,000 625,932MAXIMUS, Inc. 3,557 159,567McGraw-Hill Financial, Inc. 82,097 6,264,001Mediaset SpA (Italy) † 56,346 315,002MGM China Holdings, Ltd. (Hong Kong) 300,000 1,058,897Moncler SpA (Italy) † 8,166 139,611Namco Bandai Holdings, Inc. (Japan) 37,200 878,553Naspers, Ltd. Class N (South Africa) 9,936 1,096,037Next PLC (United Kingdom) 17,554 1,931,500Nintendo Co., Ltd. (Japan) 1,100 131,019Nissan Motor Co., Ltd. (Japan) 81,000 720,892Nu Skin Enterprises, Inc. Class A 2,563 212,345Panasonic Corp. (Japan) 129,100 1,472,809Paradise Entertainment, Ltd. (Hong Kong) † 280,000 217,284Penn National Gaming, Inc. † 30,824 379,752Perry Ellis International, Inc. † 15,261 209,686Pets at Home Group PLC (United Kingdom) † 34,357 137,468PetSmart, Inc. 26,720 1,840,741Pitney Bowes, Inc. 72,838 1,893,060priceline.com, Inc. † 8,161 9,727,014Puregold Price Club, Inc. (Philippines) 818,900 805,570Randstad Holding NV (Netherlands) 6,061 354,914Renault SA (France) 9,798 952,164Ryland Group, Inc. (The) 12,328 492,257Scripps Networks Interactive Class A 27,700 2,102,707Sega Sammy Holdings, Inc. (Japan) 17,400 388,926Select Comfort Corp. † 12,659 228,875Serco Group PLC (United Kingdom) 37,330 262,008Sinclair Broadcast Group, Inc. Class A 21,443 580,891SJM Holdings, Ltd. (Hong Kong) 279,000 787,263Sonic Automotive, Inc. Class A 14,808 332,884Sports Direct International PLC (United Kingdom) † 22,621 321,311Steiner Leisure, Ltd. (Bahamas) † 11,658 539,183Steven Madden, Ltd. † 2,920 105,062Sun TV Network, Ltd. (India) 74,005 499,949Suzuki Motor Corp. (Japan) 27,700 721,600Swatch Group AG (The) (Switzerland) 1,344 842,23332 Dynamic Asset Allocation Growth Fund