#	Issuer	Ticker	Shares	Value	% of Portfolio
1	Amcor Plc	AMCCF	59,866,243	$499.3M	4.12%
2	Healthpeak Properties Inc	DOC	29,648,260	$476.7M	3.94%
3	Primoris Services Corp	74164F103	3,038,248	$377.2M	3.11%
4	Fnb Corp	302520101	21,013,099	$359.3M	2.97%
5	Lumentum Holdings Inc	LITE	971,609	$358.1M	2.96%
6	Old Natl Bancorp Ind	680033107	15,902,994	$354.8M	2.93%
7	Exelixis Inc	EXEL	7,960,896	$348.9M	2.88%
8	Allison Transmission Holdings Inc	ALSN	3,313,661	$324.4M	2.68%
9	Jazz Pharmaceuticals Plc Usd	JAZZ	1,677,132	$285.1M	2.35%
10	Graphic Packaging Holding Co	GPK	18,704,259	$281.7M	2.33%
11	Keycorp	493267108	13,406,380	$276.7M	2.28%
12	Comfort Systems Usa Inc	199908104	289,039	$269.8M	2.23%
13	Agco Corp	AGCO	2,550,165	$266.0M	2.20%
14	Science Applications Intl Corp	808625107	2,626,951	$264.4M	2.18%
15	Commercial Metals Co	CMC	3,817,829	$264.3M	2.18%
16	Sonoco Products Company	835495102	5,901,950	$257.6M	2.13%
17	Devon Energy Corp	25179M103	6,977,967	$255.6M	2.11%
18	Lkq Corp	LKQ	8,258,251	$249.4M	2.06%
19	Guardant Health Inc	GH	2,441,730	$249.4M	2.06%
20	Bloom Energy Corp Cl A	BE	2,742,201	$238.3M	1.97%