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Type	Result	AUM

Sector	Form 13F Holdings	Value ($M)
	HF Sinclair Corp	35.3
	Consol Energy Inc	23.5
	ARIS Mining Corp	21.3
	Steel Dynamics Inc	19.0
	Delek US Holdings Inc	16.8
	SSR Mining Inc	16.1
	Equinox Gold Corp	12.9
	Controladora Vuela Compania de Aviacion SAB de CV	11.1
	Silver Run Acquisition Corp	10.9
	Southwest Airlines Co	10.8
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Holdings by Sector ($M)

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