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Type	Result	AUM

Sector	Form 13F Holdings	Value ($M)
	Interactive Brokers Group Inc	69.1
	Gildan Activewear Inc	37.9
	Alphabet Inc	33.9
	Transdigm Group Inc	28.0
	Guidewire Software Inc	21.6
	Star Gas Partners LP	13.5
	Natural Resource Partners LP	12.3
	Lennar Corp /New/	10.2

Holdings by Sector ($M)

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