AS OF DECEMBER 31, 2018

Holding

% of Investments

ESCO TECHNOLOGIES, INC. 3.078
LHC GROUP, INC. 2.929
ARGO GROUP INTERNATIONAL HOLDINGS LTD. 2.893
SELECTIVE INSURANCE GROUP, INC. 2.617
INTEGRATED DEVICE TECHNOLOGY, INC. 2.512
MANTECH INTERNATIONAL CORPORATION 2.263
DENNY'S CORPORATION 2.211
ITT, INC. 2.113
NORTHWESTERN CORPORATION 1.978
CACI INTERNATIONAL, INC. 1.969