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Instuitional Investor - Lfl Advisers, Llc

Filing Period:
No. Security Ticker Shares Value (x$1000) % Port
1. CDW 588,000 $52,285 39.52%
2. KMX 324,000 $24,193 18.28%
3. AXE 242,492 $17,047 12.88%
4. TEL 157,146 $13,818 10.44%
5. BK 173,401 $8,842 6.68%