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Type	Result	AUM ($B)

Sector	Form 13F Holdings	Value ($M)
	Westinghouse Air Brake Technologies Corp	172.1
	Willis Group Holdings PLC	110.3
	CSX Corp	105.3
	Valvoline Inc	50.1
	Charter Communications Inc /MO/	35.7
	Tempur Pedic International Inc	28.7
	Limited Brands Inc	28.6
	Liberty Broadband Corp	28.5
	Starbucks Corp	16.1

Holdings by Sector ($M)

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