| MMERCURY SYS INCMRCY |
| 9.77% | 8.24% | $12.3M | 100,375 | $8.9M | 121,898 | -21,523-17.66% | Reduce |
| CCENTURI HOLDINGS INCCTRI |
| 6.58% | 5.3% | $8.3M | 273,579 | $5.7M | 195,830 | +77,749+39.70% | Add |
| SSOMNIGROUP INTERNATIONAL INC COMSGI |
| 6.15% | 4.73% | $7.7M | 98,657 | $5.1M | 68,953 | +29,704+43.08% | Add |
 LPL FINL HLDGS INCLPLA |
| 5.58% | — | $7.0M | 24,897 | $0 | 0 | +24,897 | New Buy |
| BBIOLIFE SOLUTIONS INCBLFS |
| 5.37% | 4.12% | $6.7M | 238,850 | $4.4M | 232,978 | +5,872+2.52% | Add |
| LLATTICE SEMICONDUCTOR CORPLSCC |
| 5.13% | — | $6.5M | 42,179 | $0 | 0 | +42,179 | New Buy |
 NATIONAL VISION HLDGS INCEYE |
| 5.07% | 4.8% | $6.4M | 335,044 | $5.2M | 199,911 | +135,133+67.60% | Add |
 GOLAR LNG LTD SHSGLNG |
| 5% | 4.52% | $6.3M | 126,052 | $4.9M | 90,142 | +35,910+39.84% | Add |
| SSOLSTICE ADVANCED MATLS INCSOL |
| 4.9% | 4.28% | $6.2M | 69,569 | $4.6M | 60,554 | +9,015+14.89% | Add |
 PERFORMANCE FOOD GROUP COPFGC |
| 4.89% | 5.68% | $6.1M | 54,939 | $6.1M | 71,571 | -16,632-23.24% | Reduce |
 JAMES HARDIE INDS PLC ORD SHSJHX |
| 4.76% | 3.59% | $6.0M | 228,442 | $3.9M | 204,721 | +23,721+11.59% | Add |
 GILDAN ACTIVEWEAR INCGIL |
| 4.69% | 4.11% | $5.9M | 114,213 | $4.4M | 79,744 | +34,469+43.22% | Add |
| RRALLIANT CORP COMRAL |
| 4.6% | — | $5.8M | 78,450 | $0 | 0 | +78,450 | New Buy |
| EENVIRI CORPNVRI |
| 4.53% | — | $5.7M | 259,566 | $0 | 0 | +259,566 | New Buy |
 SOTERA HEALTH COSHC |
| 4.16% | — | $5.2M | 294,879 | $0 | 0 | +294,879 | New Buy |
| TTTM TECHNOLOGIES INCTTMI |
| 3.86% | — | $4.9M | 25,960 | $0 | 0 | +25,960 | New Buy |
| SSANDISK CORP COMSNDK |
| 3.33% | — | $4.2M | 1,840 | $0 | 0 | +1,840 | New Buy |
 CORNING INCGLW |
| 3.29% | 4.39% | $4.1M | 16,197 | $4.7M | 34,790 | -18,593-53.44% | Reduce |
| AALASKA AIR GROUP INCALK |
| 2.82% | — | $3.5M | 67,800 | $0 | 0 | +67,800 | New Buy |
 SMURFIT WESTROCK PLC SHSSW |
| 2.79% | — | $3.5M | 75,720 | $0 | 0 | +75,720 | New Buy |
| EENTEGRIS INCENTG |
| 2.75% | 4.94% | $3.5M | 19,188 | $5.3M | 45,433 | -26,245-57.77% | Reduce |
