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Type	Result	AUM ($B)

Sector	Form 13F Holdings	Value ($M)
	Delek US Holdings Inc	60.0
	Seadrill Ltd	33.2
	Delta Petroleum Corp/CO	27.2
	Ramaco Resources Inc	26.0
	Alcoa Corp	20.8
	Commercial Metals Co	14.9
	Hudbay Minerals Inc	13.4
	Olin Corp	7.0
	Tyson Foods Inc	6.0
	Iperionx Ltd	5.8
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Holdings by Sector ($M)

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