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Type	Result	AUM

Sector	Form 13F Holdings	Value ($M)
	Alphabet Inc	5.7
	White Mountains Insurance Group Ltd	5.5
	Roper Industries Inc	4.9
	Brown & Brown Inc	4.6
	Visa Inc	4.3
	Danaher Corp /DE/	4.1
	Macerich Co	3.9
	Thor Industries Inc	3.7
	Gartner Inc	3.7
	Mediaalpha Inc	3.1
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Holdings by Sector ($M)

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