 PHILLIPS 66PSX |
| 17.39% | 2.86% | $31.0M | 183,634 | $3.6M | 19,702 | +163,932+832.06% | Add |
 COHERENT CORPCOHR |
| 16.1% | 17.07% | $28.7M | 72,830 | $21.4M | 89,998 | -17,168-19.08% | Reduce |
 GRAHAM CORPGHM |
| 12.56% | 12.68% | $22.4M | 181,035 | $15.9M | 201,839 | -20,804-10.31% | Reduce |
| MMERCURY SYS INCMRCY |
| 7.02% | 6.31% | $12.5M | 102,403 | $7.9M | 108,632 | -6,229-5.73% | Reduce |
 GXO LOGISTICS INCORPORATEDGXO |
| 5.86% | 8.32% | $10.5M | 206,226 | $10.5M | 201,594 | +4,632+2.30% | Add |
| CCADRE HLDGS INCCDRE |
| 4.11% | 5.22% | $7.3M | 257,409 | $6.6M | 213,728 | +43,681+20.44% | Add |
| SSUNBELT RENTALS HOLDINGS INC SHSSUN |
| 3.84% | 4.47% | $6.9M | 91,643 | $5.6M | 89,370 | +2,273+2.54% | Add |
| EENPRO INCNPO |
| 3.84% | 4.74% | $6.8M | 18,165 | $6.0M | 23,741 | -5,576-23.49% | Reduce |
 WESTROCK COFFEE COWEST |
| 3.81% | 2.84% | $6.8M | 838,846 | $3.6M | 838,846 | 00.00% | Unchanged |
| TTYLER TECHNOLOGIES INCTYL |
| 3.79% | 4.58% | $6.8M | 23,136 | $5.7M | 16,792 | +6,344+37.78% | Add |
 XPO INCXPO |
| 3.72% | 5.41% | $6.6M | 32,318 | $6.8M | 34,960 | -2,642-7.56% | Reduce |
 CF INDS HLDGS INCCF |
| 3.47% | 5.92% | $6.2M | 57,265 | $7.4M | 57,265 | 00.00% | Unchanged |
| DDISTRIBUTION SOLUTIONS GRP INC COMDSGR |
| 3.33% | 4.54% | $5.9M | 217,133 | $5.7M | 217,133 | 00.00% | Unchanged |
 WESTLAKE CORPORATIONWLK |
| 2.92% | 6.72% | $5.2M | 71,465 | $8.4M | 72,283 | -818-1.13% | Reduce |
 ADOBE INC COMADBE |
| 2.64% | — | $4.7M | 22,951 | $0 | 0 | +22,951 | New Buy |
| AAVANTOR INCAVTR |
| 2.3% | 2.59% | $4.1M | 414,898 | $3.3M | 414,898 | 00.00% | Unchanged |
 SMURFIT WESTROCK PLC SHSSW |
| 1.61% | 1.97% | $2.9M | 62,026 | $2.5M | 62,026 | 00.00% | Unchanged |
 Ulta Beauty Inc Ordinary SharesULTA |
| 1.26% | 1.84% | $2.3M | 5,001 | $2.3M | 4,415 | +586+13.27% | Add |
| QQXO INCQXO |
| 0.4% | 1.94% | $721,378 | 42,434 | $2.4M | 125,311 | -82,877-66.14% | Reduce |
