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Type	Result	AUM ($BB)

Sector	Form 13F Holdings	Cap ($MM)	Value ($MM)
	STLD	12,710.2	19.0
	AZO	41,417.6	17.3
	CACC	6,434.1	11.1
	BTI	99,730.8	10.5
	TSCO	21,844.9	10.4
	GOOGL	1,475,138.5	9.7
	ESNT	4,206.1	9.4
	WLK	12,696.9	8.1
	UNH	477,004.0	7.8
	WSM	8,142.2	6.8
View All

Holdings by Sector ($MM)

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False

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