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Type	Result	AUM ($B)

Sector	Form 13F Holdings	Value ($M)
	Biglari Holdings Inc	407.5
	Ferrari NV	101.9
	Cracker Barrel Old Country Store Inc	59.0
	El Pollo Loco Holdings Inc	49.4
	Jack in the Box Inc /New/	32.9
	Wynn Resorts Ltd	20.0
	Carmax Inc	11.2
	Coca Cola Co	7.3
	Taiwan Semiconductor Manufacturing Co Ltd	4.9
	Alibaba Group Holding Ltd	0.9
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Holdings by Sector ($M)

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