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Type	Result	AUM

CIK	Period
0001730467	2026-03-31 2025-12-31 2025-09-30 2025-06-30 2025-03-31 2024-12-31 2024-09-30 2024-06-30 2024-03-31 2023-12-31 2023-09-30 2023-06-30 2023-03-31 2022-12-31 2022-09-30 2022-06-30 2022-03-31 2021-12-31 2021-09-30 2021-06-30 2021-03-31 2020-12-31 2020-09-30 2020-06-30 2020-03-31 2019-12-31 2019-09-30 2019-06-30 2019-03-31 2018-12-31 2018-09-30 2018-06-30 2018-03-31 2017-12-31

Sector	Form 13F Holdings	Value ($M)
	Henry Schein Inc	27.8
	Dr Pepper Snapple Group Inc	27.2
	United Parcel Service Inc	26.1
	KAR Auction Services Inc	25.0
	Cardinal Health Inc	24.1
	Cisco Systems Inc	23.4
	Becton Dickinson & Co	23.1
	Amazon Com Inc	22.1
	Rocket Companies Inc	22.0
	KBR Inc	21.5
	Career Education Corp	21.5
	Walt Disney Co	21.0
	Global Payments Inc	20.7
	Solventum Corp	20.4
	Glacier Bancorp Inc	20.1
	HNI Corp	18.3
	Nike Inc	18.1
	Johnson & Johnson	17.9
	United Technologies Corp /DE/	17.8
	Reynolds Consumer Products Inc	17.4
	Community Trust Bancorp Inc /KY/	17.2
	MSC Industrial Direct Co Inc	15.8
	Evertec Inc	15.6
	Columbia Banking System Inc	14.7
	Everus Construction Group Inc	14.6
	Wright Express Corp	14.1
	eBay Inc	12.7
	Sanmina-Sci Corp	12.7
	LKQ Corp	12.1
	Delek US Holdings Inc	10.5
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