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Type	Result	AUM

Sector	Form 13F Holdings	Value ($M)
	One Madison Corp	16.5
	Comfort Systems USA Inc	16.3
	GE Vernova Inc	16.1
	Propetro Holding Corp	15.7
	Caterpillar Inc	11.7
	Ikonics Corp	10.3
	American Tower Corp /MA/	9.1
	Amazon Com Inc	7.2
	Alcon Inc	7.1
	Visa Inc	6.5
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Holdings by Sector ($M)

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