Thor Industries, Inc.

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HKUPACFHSSASQK8HLS17 Omnicom Group, Inc. 681919106 590943.00000000 NS USD 29251678.50000000 1.740437244373 Long EC CORP US N 1 N N N nVent Electric plc N/A nVent Electric plc N/A 1817732.00000000 NS USD 32155679.08000000 1.913221543472 Long EC CORP IE N 1 N N N News Corp. 549300ITS31QK8VRBQ14 News Corp., Class A 65249B109 2559035.00000000 NS USD 35877670.70000000 2.134675257272 Long EC CORP US N 1 N N N Lions Gate Entertainment Corp. 5493000JSMHPHZURLM72 Lions Gate Entertainment Corp., Class B 535919500 1309725.00000000 NS USD 11420802.00000000 0.679523028444 Long EC CORP CA N 1 N N N BorgWarner, Inc. 549300DSFX2IE88NSX47 BorgWarner, Inc. 099724106 1201866.00000000 NS USD 46560288.84000000 2.770277295571 Long EC CORP US N 1 N N N Axalta Coating Systems Ltd. 529900AGLPA40GV6H619 Axalta Coating Systems Ltd. N/A 184871.00000000 NS USD 4098590.07000000 0.243860837156 Long EC CORP BM N 1 N N N STORE Capital Corp. 5493004EA6C9IHDZ7N66 STORE Capital Corp. 862121100 668574.00000000 NS USD 18338984.82000000 1.091146007389 Long EC CORP US N 1 N N N Progressive Corp. (The) 529900TACNVLY9DCR586 Progressive Corp. (The) 743315103 507774.00000000 NS USD 48070964.58000000 2.860160558922 Long EC CORP US N 1 N N N Air Lease Corp. 5493004NW4M4P8TMMK63 Air Lease Corp. 00912X302 1431078.00000000 NS USD 42102314.76000000 2.505033572094 Long EC CORP US N 1 N N N IAC/InterActiveCorp 549300TO56L57RP6P031 IAC/InterActiveCorp 44891N109 341736.00000000 NS USD 40933138.08000000 2.435469063544 Long EC CORP US N 1 N N N Synchrony Financial 549300RS7EWPM9MA6C78 Synchrony Financial 87165B103 1393232.00000000 NS USD 36460881.44000000 2.169375546119 Long EC CORP US N 1 N N N Fifth Third Bancorp THRNG6BD57P9QWTQLG42 Fifth Third Bancorp 316773100 1980525.00000000 NS USD 42224793.00000000 2.512320869831 Long EC CORP US N 1 N N N Tyson Foods, Inc. WD6L6041MNRW1JE49D58 Tyson Foods, Inc., Class A 902494103 535109.00000000 NS USD 31828283.32000000 1.893741916881 Long EC CORP US N 1 N N N AMERCO 5493003WIDMLDHYC6Y24 AMERCO 023586100 147829.00000000 NS USD 52624167.42000000 3.131070271126 Long EC CORP US N 1 N N N Arrow Electronics, Inc. 549300YNNLBXT8N8R512 Arrow Electronics, Inc. 042735100 434042.00000000 NS USD 34141743.72000000 2.031389834881 Long EC CORP US N 1 N N N Match Group, Inc. 15OMOPB0A8K0EFUVD031 Match Group, Inc. 57667L107 214654.00000000 NS USD 23751465.10000000 1.413181621986 Long EC CORP US N 1 N N N Kirby Corp. I7NO6FZO5GUCG585T325 Kirby Corp. 497266106 231833.00000000 NS USD 8385399.61000000 0.498920490671 Long EC CORP US N 1 N N N Globe Life, Inc. 5493001JFHKQOPP6XA71 Globe Life, Inc. 37959E102 623936.00000000 NS USD 49852486.40000000 2.966158815644 Long EC CORP US N 1 N N N BlackRock Liquidity Funds Treasury Trust Fund - Institutional Class N/A BlackRock Liquidity Funds Treasury Trust Fund - Institutional Class N/A 10834357.00000000 NS USD 10834357.00000000 0.644630305287 Long STIV RF US N 1 N N N 2020-10-30 Artisan Partners Funds Inc. Shannon Jagodinski Shannon Jagodinski Assistant Treasurer