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Ten Largest Holdings

(as of 3/31/17)

Security

%

1. National Oilwell

3.8

2. DaVita

3.8

3. Alleghany

3.6

4. M&T Bank

3.5

5. Casey General Stores

3.4

6. Mattel

3.4

7. Eaton Corp

3.4

8. Northern Trust

3.4

9. Dril Quip

3.3

10. Werner Enterprises

3.1

 TOTAL

   34.7%