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Type	Result	AUM ($B)

Sector	Form 13F Holdings	Value ($M)
	Tidewater Inc	136.2
	Builders Firstsource Inc	48.5
	Five Point Holdings LLC	37.3
	LSB Industries Inc	33.3
	West Fraser Timber Co Ltd	21.4
	Leucadia National Corp	18.7
	Cavco Industries Inc	15.7
	Westlake Chemical Corp	13.8
	Aercap Holdings NV	12.6
	Insteel Industries Inc	11.1
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Holdings by Sector ($M)

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