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Type	Result	AUM ($B)

Sector	Form 13F Holdings	Value ($M)
	Synnex Corp	353.3
	Sharkninja Inc	175.7
	Applied Materials Inc /DE	160.2
	Capital One Financial Corp	106.4
	HCA Holdings Inc	97.7
	Acadia Healthcare Company Inc	81.2
	New York Times Co	78.9
	Selectquote Inc	18.8

Holdings by Sector ($M)

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