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Instuitional Investor - Lfl Advisers, Llc

Filing Period:
No. Security Ticker Shares Value (x$1000) % Port
1. CDW 588,000 $47,505 37.9%
2. KMX 324,000 $23,610 18.83%
3. AXE 242,492 $15,350 12.24%
4. TEL 157,146 $14,153 11.29%
5. BK 173,401 $9,352 7.46%