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Type	Result	AUM

Sector	Form 13F Holdings	Value ($M)
	Alphabet Inc	15.7
	Markel Corp	15.4
	Microsoft Corp	11.4
	Starwood Property Trust Inc	10.7
	Carey W P & Co LLC	8.2
	J P Morgan Chase & Co	7.3
	Vulcan Materials Co	6.4
	Altria Group Inc	5.9
	CrowdStrike Holdings Inc	5.4
	Oasis Petroleum Inc	5.2
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Holdings by Sector ($M)

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