| VVIASAT INCVSAT |
| 3.46% | 1.99% | $108.2M | 1.2M | $55.2M | 1.2M | 00.00% | Unchanged |
| SSANMINA CORPSANM |
| 2.81% | 1.43% | $87.9M | 347,400 | $39.5M | 304,900 | +42,500+13.94% | Add |
| MMASTEC INCMTZ |
| 2.73% | 2.38% | $85.3M | 205,100 | $66.0M | 205,100 | 00.00% | Unchanged |
 TD SYNNEX CORPORATIONSNX |
| 2.41% | 1.47% | $75.3M | 281,600 | $40.8M | 241,972 | +39,628+16.38% | Add |
| DDYCOM INDS INCDY |
| 2.32% | 1.76% | $72.6M | 143,600 | $48.7M | 143,600 | 00.00% | Unchanged |
| SSTONEX GROUP INCSNEX |
| 2.14% | 2.06% | $66.9M | 564,600 | $56.9M | 706,050 | -141,450-20.03% | Reduce |
| CC H ROBINSON WORLDWIDE INCHRW |
| 2.04% | 1.73% | $63.8M | 338,638 | $47.8M | 288,000 | +50,638+17.58% | Add |
 CASEYS GEN STORES INCCASY |
| 1.77% | 2.31% | $55.2M | 69,500 | $64.1M | 88,000 | -18,500-21.02% | Reduce |
| GGRANITE CONSTR INCSPHB |
| 1.69% | 1.45% | $53.0M | 335,200 | $40.2M | 335,200 | 00.00% | Unchanged |
| CCHEESECAKE FACTORY INCCAKE |
| 1.64% | 1.28% | $51.4M | 646,700 | $35.4M | 646,700 | 00.00% | Unchanged |
| AAMERICAN AIRLINES GROUP INCAAL |
| 1.62% | 1.09% | $50.8M | 2.8M | $30.2M | 2.8M | 00.00% | Unchanged |
 MACYS INC COMM |
| 1.6% | 1.39% | $50.0M | 2.1M | $38.4M | 2.1M | 00.00% | Unchanged |
| EECHOSTAR CORP CLASS CLASS AECHO |
| 1.55% | 2.02% | $48.4M | 476,900 | $55.8M | 476,900 | 00.00% | Unchanged |
 CROWN HLDGS INCCCK |
| 1.38% | 1.4% | $43.1M | 385,500 | $38.6M | 385,500 | 00.00% | Unchanged |
| PPENN ENTERTAINMENT INCPENN |
| 1.23% | 0.98% | $38.6M | 1.8M | $27.1M | 1.8M | 00.00% | Unchanged |
 WAYFAIR INCW |
| 1.23% | 1.13% | $38.5M | 416,500 | $31.3M | 416,500 | 00.00% | Unchanged |
| PPRIMORIS SVCS CORPPRIM |
| 1.22% | 1.62% | $38.1M | 384,500 | $44.7M | 312,700 | +71,800+22.96% | Add |
 JONES LANG LASALLE INCJLL |
| 1.15% | 1.28% | $36.0M | 116,200 | $35.4M | 116,200 | 00.00% | Unchanged |
 AUTOLIV INCALV |
| 1.06% | 1.09% | $33.2M | 285,800 | $30.1M | 285,800 | 00.00% | Unchanged |
 WILLIAMS COS INCWMB |
| 1.05% | 1.18% | $32.8M | 441,321 | $32.8M | 450,282 | -8,961-1.99% | Reduce |
 CHENIERE ENERGY INCLNG |
| 1.03% | 1.21% | $32.2M | 134,754 | $33.5M | 117,997 | +16,757+14.20% | Add |
 JACOBS SOLUTIONS INCJ |
| 1.01% | 1.15% | $31.6M | 250,500 | $31.9M | 250,500 | 00.00% | Unchanged |
 ONEOK INC NEWOKE |
| 1% | 1.29% | $31.3M | 360,114 | $35.8M | 395,614 | -35,500-8.97% | Reduce |
| LLITHIA MTRS INCLAD |
| 0.99% | 0.96% | $31.0M | 106,800 | $26.7M | 106,800 | 00.00% | Unchanged |
 NEXSTAR MEDIA GROUP INCNXST |
| 0.99% | 1.13% | $31.0M | 173,500 | $31.4M | 173,500 | 00.00% | Unchanged |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 0.94% | 0.14% | $29.3M | 67,900 | $3.9M | 23,800 | +44,100+185.29% | Add |
 KINDER MORGAN INC DEL COMKMI |
| 0.93% | 1.12% | $29.2M | 912,151 | $30.9M | 921,731 | -9,580-1.04% | Reduce |
| CCOMMSCOPE HLDG CO INCVISN |
| 0.91% | 1.47% | $28.6M | 2.2M | $40.7M | 2.2M | 00.00% | Unchanged |
 CAL MAINE FOODS INC COM NEWCALM |
| 0.89% | 0.99% | $27.9M | 346,800 | $27.4M | 346,800 | 00.00% | Unchanged |
 Tc Energy Corp COMMONTRP |
| 0.89% | 1.04% | $27.7M | 417,800 | $28.8M | 459,700 | -41,900-9.11% | Reduce |
 PELOTON INTERACTIVE INCPTON |
| 0.85% | 0.7% | $26.5M | 4.5M | $19.3M | 4.5M | 00.00% | Unchanged |
 BERKSHIRE HATHAWAY INC CL ABRK.A |
| 0.84% | 0.93% | $26.2M | 35 | $25.9M | 36 | -1-2.78% | Reduce |
 SEMPRA COMSRE |
| 0.83% | 0.98% | $25.9M | 279,780 | $27.1M | 279,380 | +400+0.14% | Add |
 ATMOS ENERGY CORPATO |
| 0.82% | 0.96% | $25.5M | 148,286 | $26.5M | 143,286 | +5,000+3.49% | Add |
 SOUTHERN COSO |
| 0.81% | 0.89% | $25.3M | 263,900 | $24.7M | 256,100 | +7,800+3.05% | Add |
 ENBRIDGE INCENB |
| 0.79% | 0.96% | $24.6M | 454,565 | $26.7M | 492,465 | -37,900-7.70% | Reduce |
| LLYFT INC CLASS ALYFT |
| 0.75% | 0.77% | $23.6M | 1.6M | $21.4M | 1.6M | 00.00% | Unchanged |
 DT MIDSTREAM INC COMMON STOCKDTM |
| 0.72% | 0.72% | $22.5M | 153,480 | $19.9M | 148,080 | +5,400+3.65% | Add |
 LEIDOS HOLDINGS INC COMLDOS |
| 0.71% | 1.22% | $22.4M | 217,100 | $33.8M | 217,500 | -400-0.18% | Reduce |
 AECOMACM |
| 0.64% | 0.88% | $19.9M | 285,700 | $24.2M | 285,700 | 00.00% | Unchanged |
| WWOLVERINE WORLD WIDE INCWWW |
| 0.6% | 0.67% | $18.9M | 1.1M | $18.6M | 1.1M | 00.00% | Unchanged |
 JABIL INCJBL |
| 0.58% | 0.11% | $18.1M | 46,989 | $3.0M | 11,399 | +35,590+312.22% | Add |
| WWEC ENERGY GROUP INC COMIDU |
| 0.56% | 0.62% | $17.6M | 151,140 | $17.3M | 149,140 | +2,000+1.34% | Add |
| OOPENDOOR TECHNOLOGIES INCLASS AOPEN |
| 0.55% | 0.63% | $17.3M | 3.7M | $17.5M | 3.7M | 00.00% | Unchanged |
| VVISHAY INTERTECHNOLOGY INCVSH |
| 0.55% | — | $17.2M | 320,100 | $0 | 0 | +320,100 | New Buy |
 NISOURCE INC COMNI |
| 0.55% | 0.6% | $17.1M | 359,381 | $16.7M | 358,481 | +900+0.25% | Add |
 NATIONAL GRID PLC SPONSORED ADR NENGG |
| 0.51% | 0.55% | $16.1M | 194,044 | $15.3M | 180,944 | +13,100+7.24% | Add |
 EQT CORPEQT |
| 0.48% | 0.97% | $15.2M | 285,232 | $27.0M | 423,700 | -138,468-32.68% | Reduce |
 MERCK & CO INCMRK |
| 0.47% | 0.51% | $14.8M | 114,850 | $14.2M | 117,800 | -2,950-2.50% | Reduce |
 CONSOLIDATED EDISON INCED |
| 0.45% | 0.47% | $14.1M | 127,836 | $13.1M | 115,436 | +12,400+10.74% | Add |
