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Ten Largest Holdings

(as of 9/30/18)

Security

%

1. Eaton Corp

4.5

2. DaVita

4.1

3. Leggett & Platt

4.1

4. M&T Bank

3.7

5. O'Reilly Auto Parts

3.5

6. Sonoco

3.3

7. National Oilwell

3.2

8. Arrow Electronics

3.0

9. White Mtn Insurance

3.0

10. Clorox

2.9

 TOTAL

   35.3%