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Ten Largest Holdings

(as of 6/30/18)

Security

%

1. Leggett & Platt

4.3

2. DaVita

4.2

3. Eaton Corp

4.1

4. Devon Energy

3.8

5. National Oilwell

3.6

6. M&T Bank

3.5

7. Sonoco

3.3

8. Arrow Electronics

3.2

9. Dril Quip

3.2

10. Clorox

3.1

 TOTAL

   36.3%