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26 stocks

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
51	Franklin Resources San Mateo, California	$124M	-$14.9M	6	0.06%	Reduced
52	CIM Contrarius Investment Management St. Helier, Jersey	$117M	-$53.5M	4	7.8%	Reduced
53	Citadel Advisors Miami, Florida	$116M	-$32.5M	11	0.1%	Reduced
54	FAM Foxhaven Asset Management Charlottesville, Virginia	$112M	+$42.2M	1	7.86%	Increased
55	JSP Jackson Square Partners Larkspur, California	$109M	-$35.3M	1	0.56%	Reduced
56	Wells Fargo San Francisco, California	$105M	-$5.3M	16	0.03%	Reduced
57	OppenheimerFunds New York	$104M	-$10.5M	9	0.13%	Reduced
58	SAM Scopus Asset Management New York	$100M	+$26.9M	3	1.08%	Increased
59	Schroder Investment Management Group London, United Kingdom	$99.8M	-$52.6M	3	0.18%	Reduced
60	Vaughan Nelson Investment Management Houston, Texas	$98.8M	+$104M	2	1.18%	New
61	Millennium Management New York	$97.5M	-$56.3M	7	0.17%	Reduced
62	MCM Marcato Capital Management San Francisco, California	$96.6M	-$1.89M	1	12.01%	Reduced
63	Capital Research Global Investors Los Angeles, California	$94.8M	+$87.2M	1	0.03%	New
64	Macquarie Group Sydney, NSW 2000, Australia	$92.1M	-$21.3M	6	0.17%	Reduced
65	Russell Investments Group London, United Kingdom	$91M	-$7.94M	12	0.16%	Reduced
66	Invesco Atlanta, Georgia	$90.3M	-$26.5M	12	0.03%	Reduced
67	Bank of America Charlotte, North Carolina	$89.5M	-$16.8M	16	0.02%	Reduced
68	Acadian Asset Management Boston, Massachusetts	$89M	+$57.2M	8	0.4%	Increased
69	Legal & General Group London, United Kingdom	$88.6M	-$6.89M	13	0.07%	Reduced
70	AH Allen Holding New York	$88.3M	$0	1	17.06%	Maintained
71	PWAM Park West Asset Management San Francisco, California	$87.3M	+$34.2M	1	4.83%	Increased
72	Gabelli Funds Rye, New York	$83.8M	+$2.22M	11	0.5%	Increased
73	HCM Hitchwood Capital Management New York	$82.6M	+$76M	1	3.4%	New
74	CCA Canyon Capital Advisors Dallas, Texas	$82.3M	+$87.8M	1	1.36%	New
75	DCP Darsana Capital Partners New York	$80.5M	+$76.2M	2	3.5%	New