today we're interested in a company called hexcel and brookfield asset management. >> hexcel makes xos sicomposite the aerospace industry. >> we think they have a number of very positive characteristics. for one, it is an ologopolistic structure so it takes a lot of familiarity to be a participant in the aerospace end market here and hexcel has that along with just two other global competitors. secondly, the amount of composite content going on to new aircraft, the new boeing 787 or the airbus 350 is magnitudes more than was on the prior versions of those aircraft. so as those aircraft production ramps over the next several years, it is going to pull a lot of revenue through hexcel as hexcel supplies those large manufacturers. >> your top holding in the fund is o'reilly automotive. >> yes. it is. >> why do you like it so much? >> o'reilly is a name we've owned for more than ten years now in the fund and the story has not changed a whole lot over that ten-year period. it is a leading distributor of after-market auto parts to retail customers, as well as to commercial customers. and o're