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Type	Result	AUM

Sector	Form 13F Holdings	Value ($M)
	Electronic Arts Inc	37.5
	Discovery Communications Inc	23.1
	Norfolk Southern Corp	20.8
	Penumbra Inc	5.9
	Webster Financial Corp	3.0
	Two Harbors Investment Corp	2.3
	Revolution Medicines Inc	1.9
	Unifirst Corp	1.5
	Skywater Technology Inc	1.4
	Boeing Co	1.4
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Holdings by Sector ($M)

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