A hedge-fund manager who’s up 50% this year almost entirely without help from the ‘Magnificent 7′, shares 3 stocks he’s betting on for continued outperformance

• Lukasz Tomicki’s hedge fund has returned 50% so far this year. 
• TriNet and Williams-Sonoma have largely contributed to the fund’s outperformance.
• Right now he’s betting most on RLI, NOC, and EME.

When you first see a fat number like 50.6% in the year-to-date return column on LRT Capital’s September 5 Investor Update, it’s easy assume they’ve benefited from the outperformance of the so-called “Magnificent Seven.“