 AMPHENOL CORPAPH |
| 5.12% | 4.7% | $24.3M | 117,442 | $23.9M | 124,612 | -7,170-5.75% | Reduce |
| FFLEX LTDFLEX |
| 4.65% | 2.34% | $22.0M | 136,041 | $11.9M | 181,970 | -45,929-25.24% | Reduce |
| TTTM TECHNOLOGIES INCTTMI |
| 3.34% | 2.26% | $15.9M | 78,722 | $11.5M | 78,400 | +322+0.41% | Add |
 US FOODS HLDG CORPUSFD |
| 2.71% | 4.09% | $12.9M | 126,140 | $20.8M | 126,340 | -200-0.16% | Reduce |
 AMAZON COM INCAMZN |
| 2.67% | 2.39% | $12.7M | 43,338 | $12.1M | 43,388 | -50-0.12% | Reduce |
| OOREILLY AUTOMOTIVE INC COMORLY |
| 2.67% | 4.32% | $12.7M | 137,657 | $21.9M | 138,765 | -1,108-0.80% | Reduce |
| AAlphabet Inc Class CGOOG |
| 2.66% | 2.86% | $12.6M | 25,852 | $14.6M | 26,002 | -150-0.58% | Reduce |
| TTENET HEALTHCARE CORPTHC |
| 2.44% | 2.61% | $11.6M | 47,055 | $13.3M | 50,510 | -3,455-6.84% | Reduce |
| MMODINE MFG COMOD |
| 2.33% | 2.3% | $11.0M | 41,326 | $11.7M | 39,012 | +2,314+5.93% | Add |
 PERFORMANCE FOOD GROUP COPFGC |
| 2.32% | 2.65% | $11.0M | 98,140 | $13.5M | 98,148 | -8-0.01% | Reduce |
| RREGAL REXNORD CORPORATION COMRRX |
| 2.13% | 2.15% | $10.1M | 29,059 | $10.9M | 29,219 | -160-0.55% | Reduce |
 VERTIV HOLDINGS COVRT |
| 2.02% | 2.58% | $9.6M | 28,693 | $13.1M | 32,602 | -3,909-11.99% | Reduce |
| TTHERMO FISHER SCIENTIFIC INCTMO |
| 1.82% | 1.54% | $8.6M | 17,221 | $7.8M | 15,887 | +1,334+8.40% | Add |
 GALLAGHER ARTHUR J & CO COMAJG |
| 1.68% | 1.12% | $8.0M | 24,830 | $5.7M | 26,367 | -1,537-5.83% | Reduce |
 META PLATFORMS INCMETA |
| 1.68% | 4.45% | $8.0M | 14,114 | $22.6M | 15,742 | -1,628-10.34% | Reduce |
| CCONCENTRA GROUP HOLDINGS PARCON |
| 1.66% | 1.42% | $7.9M | 265,000 | $7.2M | 335,813 | -70,813-21.09% | Reduce |
 CRANE COMPANYCR |
| 1.64% | 2.05% | $7.8M | 34,800 | $10.4M | 36,738 | -1,938-5.28% | Reduce |
| VVSE CORPVSEC |
| 1.62% | 1.98% | $7.7M | 33,676 | $10.1M | 34,836 | -1,160-3.33% | Reduce |
 NVENT ELECTRIC PLCNVT |
| 1.54% | 1.55% | $7.3M | 43,120 | $7.9M | 46,894 | -3,774-8.05% | Reduce |
| ZZEBRA TECHNOLOGIES CORPORATIZBRA |
| 1.5% | — | $7.1M | 27,000 | $0 | 0 | +27,000 | New Buy |
 ELANCO ANIMAL HEALTH INCELAN |
| 1.46% | 0.83% | $6.9M | 281,876 | $4.2M | 176,876 | +105,000+59.36% | Add |
 WASTE CONNECTIONS INCWCN |
| 1.45% | 0.92% | $6.9M | 31,388 | $4.7M | 28,664 | +2,724+9.50% | Add |
 LITTELFUSE INCLFUS |
| 1.44% | 1.76% | $6.8M | 15,000 | $9.0M | 16,538 | -1,538-9.30% | Reduce |
| SSAIA INCSAIA |
| 1.35% | 1.64% | $6.4M | 15,258 | $8.3M | 13,858 | +1,400+10.10% | Add |
 GENERAC HLDGS INCGNRC |
| 1.33% | — | $6.3M | 21,500 | $0 | 0 | +21,500 | New Buy |
 COHERENT CORPCOHR |
| 1.29% | 1.83% | $6.1M | 15,475 | $9.3M | 24,150 | -8,675-35.92% | Reduce |
 NXP SEMICONDUCTORS N VNXPI |
| 1.27% | 1.01% | $6.0M | 21,457 | $5.1M | 25,957 | -4,500-17.34% | Reduce |
 ON SEMICONDUCTOR CORP COMON |
| 1.25% | 1.01% | $5.9M | 62,613 | $5.2M | 83,235 | -20,622-24.78% | Reduce |
 MASCO CORPMAS |
| 1.23% | 0.83% | $5.8M | 71,891 | $4.2M | 69,891 | +2,000+2.86% | Add |
 ANALOG DEVICES INC COMADI |
| 1.22% | 0.84% | $5.8M | 14,525 | $4.3M | 13,375 | +1,150+8.60% | Add |
 EQUINIX INCEQIX |
| 1.21% | 1.74% | $5.7M | 5,508 | $8.8M | 5,048 | +460+9.11% | Add |
 SHERWIN WILLIAMS COSHW |
| 1.21% | 2.14% | $5.7M | 16,641 | $10.9M | 16,587 | +54+0.33% | Add |
 CLEAN HARBORS INCCLH |
| 1.2% | 1.14% | $5.7M | 19,039 | $5.8M | 20,145 | -1,106-5.49% | Reduce |
 CELESTICA INCCLS |
| 1.14% | 0.83% | $5.4M | 14,804 | $4.2M | 14,940 | -136-0.91% | Reduce |
| CCRH PLCCRH |
| 1.14% | 1.09% | $5.4M | 50,345 | $5.5M | 37,795 | +12,550+33.21% | Add |
| CCARDINAL INFRASTRUCTURE GROUCDNL |
| 1.13% | 0.19% | $5.4M | 57,000 | $967,387 | 24,392 | +32,608+133.68% | Add |
| SSTATE STREET SPDR S&P BIOTECH ETFXBI |
| 1.13% | 0.85% | $5.4M | 33,866 | $4.3M | 33,866 | 00.00% | Unchanged |
 UMB FINL CORPUMBF |
| 1.06% | 1.41% | $5.0M | 35,235 | $7.2M | 43,594 | -8,359-19.17% | Reduce |
 WESCO INTL INCWCC |
| 1% | 0.74% | $4.7M | 13,712 | $3.8M | 13,712 | 00.00% | Unchanged |
 IDEXX LABS INC COMIDXX |
| 0.99% | 1.68% | $4.7M | 8,931 | $8.6M | 9,489 | -558-5.88% | Reduce |
| SSTATE STREET SPDR S&P REGIONAL BANKING ETFKRE |
| 0.98% | 0.79% | $4.6M | 61,858 | $4.0M | 61,858 | 00.00% | Unchanged |
| TTETRA TECHNOLOGIES INC DELTTI |
| 0.95% | — | $4.5M | 400,000 | $0 | 0 | +400,000 | New Buy |
 CHAMPION HOMES INCSKY |
| 0.93% | 0.39% | $4.4M | 50,000 | $2.0M | 26,522 | +23,478+88.52% | Add |
 BORGWARNER INCBWA |
| 0.91% | — | $4.3M | 65,000 | $0 | 0 | +65,000 | New Buy |
 LPL FINL HLDGS INCLPLA |
| 0.89% | 1.33% | $4.2M | 14,987 | $6.8M | 18,009 | -3,022-16.78% | Reduce |
 CDW CORPCDW |
| 0.89% | — | $4.2M | 20,100 | $0 | 0 | +20,100 | New Buy |
 CASELLA WASTE SYS INCCWST |
| 0.88% | 0.81% | $4.2M | 43,000 | $4.1M | 52,043 | -9,043-17.38% | Reduce |
 FIRSTCASH HOLDINGS INCFCFS |
| 0.87% | 0.41% | $4.1M | 19,000 | $2.1M | 11,067 | +7,933+71.68% | Add |
| DDIEBOLD NIXDORF INCDBD |
| 0.81% | 1.19% | $3.8M | 45,000 | $6.0M | 58,846 | -13,846-23.53% | Reduce |
 VERALTO CORP COM SHSVLTO |
| 0.78% | — | $3.7M | 42,000 | $0 | 0 | +42,000 | New Buy |
