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Type	Result	AUM ($B)

Sector	Form 13F Holdings	Value ($M)
	Annaly Capital Management Inc	19.5
	Carnival Corp	16.3
	Gores Holdings IV Inc	15.6
	Ellington Financial LLC	12.4
	MFA Financial Inc	9.3
	M I Homes Inc	7.7
	WMI Holdings Corp	6.0
	Taylor Morrison Home Corp	5.8
	Meritage Homes Corp	5.3
	Compass Inc	4.8
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Holdings by Sector ($M)

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