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Type	Result	AUM ($BB)

CIK	Period
0000932724
/

Sector	Form 13F Holdings	Cap ($MM)	Value ($MM)
	Horizon Pharma Inc	18,779.2	33.4
	Activision Blizzard Inc	60,330.0	29.2
	PNM Resources Inc	4,058.3	21.4
	Gencorp Inc	3,238.0	20.2
	First Horizon National Corp	11,917.0	19.7
	Gannett Co Inc /DE/	4,679.9	17.0
	Vmware Inc	48,993.0	14.6
	Tower Semiconductor Ltd	5,082.9	13.8
	Rogers Corp	4,876.3	12.8
	Radius Global Infrastructure Inc	1,403.1	12.0
	Albertsons Companies Inc	15,102.5	11.2
	Univar Inc	4,356.0	10.9
	Focus Financial Partners Inc	2,332.1	10.3
	Forgerock Inc	1,828.1	7.8
	Liberty Media Corp	11,847.5	7.6
	Qualtrics International Inc	7,523.6	6.4
	National Instruments Corp /DE/	4,183.1	5.8
	Sportsman's Warehouse Holdings Inc	441.6	5.2
	US Xpress Enterprises Inc	142.7	4.5
	Harbinger Group Inc	3,392.2	4.4
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