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Type	Result	AUM

Sector	Form 13F Holdings	Value ($M)
	Centuri Holdings Inc	20.4
	Churchill Downs Inc	13.5
	Capitol Acquisition Corp II	11.2
	MYR Group Inc	10.3
	Mastec Inc	6.3
	Powell Industries Inc	5.4
	TPG Pace Holdings Corp	4.2
	CECO Environmental Corp	3.0
	KURA Sushi USA Inc	2.4
	Full House Resorts Inc	1.1
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Holdings by Sector ($M)

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