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Type	Result	AUM ($B)

Sector	Form 13F Holdings	Value ($M)
	Microsoft Corp	132.1
	Markel Corp	97.4
	American Tower Corp /MA/	95.7
	Amazon Com Inc	87.8
	O Reilly Automotive Inc	71.6
	Copart Inc	56.7
	Apple Inc	49.6
	Mastercard Inc	36.8
	Pangaea Logistics Solutions Ltd	34.5
	Lockheed Martin Corp	34.0
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Holdings by Sector ($M)

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