Van Lanschot Kempen Investment Managment N.V.

Company	Share, %
Luxfer Holdings PLC	8.75
Thermon Group Holdings, Inc.	6.65
Sleep Number	4.25
Strategic Education, Inc.	1.92
Kronos Worldwide, Inc.	1.07

Category	Quantity
Industrials	2
Consumer Discretionary	1
Consumer Staples	1
Materials	1