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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | AXALTA COATING SYS LTD | $111.0M | 4007579 | 15.32% |
| 2 | TE CONNECTIVITY PLC | $107.2M | 512863 | 14.79% |
| 3 | BLACKBERRY LTD | $85.7M | 26445027 | 11.82% |
| 4 | TAIWAN SEMICONDUCTOR MANUFAC | $73.6M | 217731 | 10.15% |
| 5 | OTIS WORLDWIDE CORP | $71.5M | 927190 | 9.86% |
| 6 | NXP SEMICONDUCTORS N V | $57.9M | 294292 | 7.99% |
| 7 | VISTEON CORP | $56.0M | 614287 | 7.72% |
| 8 | ALLISON TRANSMISSION HLDGS I | $54.2M | 462874 | 7.48% |
| 9 | HARLEY DAVIDSON INC | $43.1M | 2130300 | 5.94% |
| 10 | ALLEGION PLC | $36.6M | 251719 | 5.05% |
| 11 | AMBARELLA INC | $28.1M | 546538 | 3.88% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.