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Type	Result	AUM ($B)

Sector	Form 13F Holdings	Value ($M)
	Tidewater Inc	244.0
	Builders Firstsource Inc	43.1
	Five Point Holdings LLC	33.7
	LSB Industries Inc	31.6
	West Fraser Timber Co Ltd	19.3
	Westlake Chemical Corp	16.9
	Canadian Natural Resources Ltd	15.8
	Cavco Industries Inc	15.7
	Amrep Corp	14.7
	Aercap Holdings NV	14.6
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Holdings by Sector ($M)

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