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Type	Result	AUM

Sector	Form 13F Holdings	Value ($M)
	Kennametal Inc	40.3
	MSC Industrial Direct Co Inc	26.7
	Greif Inc	25.2
	Delphi Automotive PLC	24.8
	Insight Enterprises Inc	22.7
	Sensata Technologies Holding NV	20.9
	National Presto Industries Inc	19.0
	Phinia Inc	18.0
	Now Inc	16.7
	HNI Corp	16.1
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Holdings by Sector ($M)

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