residential new construction, improved pricing and operating leverage, as a result we expect the trajectory of spreads to be tighter and outperform Cap Goods sector OC's diverse product mix provides significant leverage to starts as well as improving profitability due to raw material deflation in the roo

Global Cyclicals 3.3% Telecommunication Services 6.1% Energy 0.3% REITs -0.4% Industrials 1.3% Consumer Staples 2.3% DBUSCICG (Challenged Cap Goods) • 3.7% Share Buybacks 6.1% Materials 5.3% Consumer Discretionary 6.8% 5.4% Information Technology 5.4% Value 0.9% Industrials 1.3% En

lobal Cyclicals 0.9% Telecommunication Services 2.0% Energy -13.1% REITs 1.5% Industrials 0.2% Consumer Staples 3.7% DBUSCICG (Challenged Cap Goods) • -9.9% Share Buybacks 6.8% Materials -4.5% Consumer Discretionary 12.5% information Technology 8.2% Information Technology 8.2% Value

al Cyclicals -5.8% Telecommunication Services 8.1% Energy -4.3% REITs -4.6% Industrials -4.9% Consumer Staples -1.5% DBUSCICG (Challenged Cap Goods) -15.0% Share Buybacks -7.1% Materials -- ---------- Information Technology -5.3% --- -6.7% Consumer Discretionary Information Technology -

al Cyclicals -5.8% Telecommunication Services 8.1% Energy -4.3% REITs -4.6% Industrials -4.9% Consumer Staples -1.5% DBUSCICG (Challenged Cap Goods) -15.0% Share Buybacks -7.1% Materials -- ---------- Information Technology -5.3% --- -6.7% Consumer Discretionary Information Technology -

Cyclicals Consumer Discretionary Financials DBUSDMST (US Domestic Strength) * Global Cyclicals Energy Industrials Value DBUSCICG (Challenged Cap Goods) * Information Technology Energy Materials Financials Cyclical Growth Consumer Discretionary Industrials Secular Growth Health Care Informa