 UNION PAC CORPUNP |
| 6.85% | 6.91% | $55.8M | 204,970 | $52.7M | 217,255 | -12,285-5.65% | Reduce |
 ALPHABET INCGOOGL |
| 5.55% | 5.52% | $45.2M | 126,475 | $42.1M | 146,360 | -19,885-13.59% | Reduce |
| DDIEBOLD NIXDORF INCDBD |
| 4.9% | 4.54% | $39.9M | 469,185 | $34.6M | 459,100 | +10,085+2.20% | Add |
 GENERAL MTRS COGM |
| 4.04% | 4.17% | $32.9M | 427,035 | $31.8M | 427,135 | -100-0.02% | Reduce |
 APPLE INCAAPL |
| 3.26% | 3.22% | $26.5M | 91,740 | $24.6M | 96,795 | -5,055-5.22% | Reduce |
 CROWN CASTLE INC COMCCI |
| 2.6% | 3.05% | $21.1M | 279,035 | $23.3M | 286,635 | -7,600-2.65% | Reduce |
 OSHKOSH CORPOSK |
| 2.52% | 2.59% | $20.5M | 133,579 | $19.8M | 134,379 | -800-0.60% | Reduce |
 SBA COMMUNICATIONS CORPSBAC |
| 2.36% | 2.57% | $19.2M | 108,880 | $19.6M | 113,750 | -4,870-4.28% | Reduce |
 OWENS CORNING NEW COMOC |
| 2.23% | 1.85% | $18.2M | 114,440 | $14.1M | 130,745 | -16,305-12.47% | Reduce |
| CCORE NATURAL RESOURCES INCCNR |
| 2.22% | 2.93% | $18.1M | 226,302 | $22.4M | 213,577 | +12,725+5.96% | Add |
 NORFOLK SOUTHN CORP COMNSC |
| 2.13% | 2.08% | $17.3M | 55,080 | $15.9M | 55,290 | -210-0.38% | Reduce |
| CCITIGROUP INCC |
| 2.07% | 1.89% | $16.9M | 120,565 | $14.4M | 127,300 | -6,735-5.29% | Reduce |
 MOLSON COORS BEVERAGE CO CL BTAP |
| 1.88% | 1.93% | $15.3M | 393,750 | $14.8M | 342,800 | +50,950+14.86% | Add |
 VISA INCV |
| 1.59% | 1.46% | $12.9M | 37,735 | $11.1M | 36,885 | +850+2.30% | Add |
 SCHWAB CHARLES CORPSCHW |
| 1.59% | 1.23% | $12.9M | 139,835 | $9.4M | 99,650 | +40,185+40.33% | Add |
| GGE HEALTHCARE TECHNOLOGIES IGEHC |
| 1.53% | 1.5% | $12.4M | 194,040 | $11.5M | 161,090 | +32,950+20.45% | Add |
 WABTECWAB |
| 1.41% | 1.43% | $11.5M | 42,525 | $10.9M | 43,645 | -1,120-2.57% | Reduce |
| SSILICON MOTION (SPADR REPR 4 SHS)SIMO |
| 1.4% | 0.72% | $11.4M | 34,214 | $5.5M | 49,169 | -14,955-30.42% | Reduce |
| AADEIA INCADEA |
| 1.36% | 1.28% | $11.0M | 334,950 | $9.8M | 405,950 | -71,000-17.49% | Reduce |
| EENERSYSENS |
| 1.27% | 1.17% | $10.4M | 44,365 | $8.9M | 51,200 | -6,835-13.35% | Reduce |
| SSS&C TECH HLDGSSSNC |
| 1.26% | 1.23% | $10.3M | 165,275 | $9.4M | 138,475 | +26,800+19.35% | Add |
 ADOBE INC COMADBE |
| 1.24% | 0.8% | $10.1M | 49,085 | $6.1M | 25,095 | +23,990+95.60% | Add |
 AMERICAN TOWER CORP COMAMT |
| 1.24% | 1.33% | $10.1M | 61,491 | $10.1M | 58,710 | +2,781+4.74% | Add |
 T-MOBILE US INC COMTMUS |
| 1.22% | 1.13% | $10.0M | 59,350 | $8.6M | 41,100 | +18,250+44.40% | Add |
| QQUIDELORTHO CORPQDEL |
| 1.21% | 0.74% | $9.8M | 560,414 | $5.6M | 341,554 | +218,860+64.08% | Add |
| BBARRICK MNG CORPGOLD |
| 1.18% | 1.4% | $9.6M | 261,175 | $10.7M | 262,175 | -1,000-0.38% | Reduce |
 CHURCHILL DOWNS INCCHDN |
| 1.14% | 0.86% | $9.3M | 103,250 | $6.6M | 73,400 | +29,850+40.67% | Add |
| SSPDR GOLD TRGLD |
| 1.11% | 1.4% | $9.1M | 24,590 | $10.6M | 24,740 | -150-0.61% | Reduce |
 WILLIAMS COS INCWMB |
| 1.08% | 1.21% | $8.8M | 118,425 | $9.3M | 127,125 | -8,700-6.84% | Reduce |
 CSX CORPCSX |
| 1.07% | 1.32% | $8.7M | 183,875 | $10.1M | 245,300 | -61,425-25.04% | Reduce |
 COHERENT CORPCOHR |
| 1.06% | 1.7% | $8.6M | 21,780 | $12.9M | 54,337 | -32,557-59.92% | Reduce |
 EAGLE MATLS INCEXP |
| 1.03% | 0.93% | $8.4M | 37,300 | $7.1M | 37,310 | -10-0.03% | Reduce |
 GRAND CANYON ED INCLOPE |
| 1.01% | 1.03% | $8.2M | 57,565 | $7.9M | 46,415 | +11,150+24.02% | Add |
 BRISTOL-MYERS SQUIBB COBMY |
| 0.98% | 1.12% | $8.0M | 138,725 | $8.6M | 141,400 | -2,675-1.89% | Reduce |
| JJOINT CORP COMJYNT |
| 0.97% | 1.04% | $7.9M | 895,572 | $7.9M | 893,195 | +2,377+0.27% | Add |
 JPMORGAN CHASE & COJPM |
| 0.96% | 0.98% | $7.8M | 23,785 | $7.5M | 25,385 | -1,600-6.30% | Reduce |
 MITEK SYS INCMITK |
| 0.93% | 0.7% | $7.6M | 375,300 | $5.3M | 393,400 | -18,100-4.60% | Reduce |
 GENERAC HLDGS INCGNRC |
| 0.88% | 0.71% | $7.2M | 24,465 | $5.4M | 27,540 | -3,075-11.17% | Reduce |
| SSPDR SERIES TRUSTXOP |
| 0.83% | 1.09% | $6.8M | 43,885 | $8.3M | 45,585 | -1,700-3.73% | Reduce |
 ON SEMICONDUCTOR CORP COMON |
| 0.8% | 0.6% | $6.5M | 68,620 | $4.5M | 73,420 | -4,800-6.54% | Reduce |
 LKQ CORPLKQ |
| 0.78% | 0.76% | $6.3M | 240,450 | $5.8M | 197,600 | +42,850+21.69% | Add |
 RTX CORPORATIONRTX |
| 0.75% | 0.81% | $6.1M | 32,135 | $6.2M | 32,135 | 00.00% | Unchanged |
 MP MATERIALS CORPMP |
| 0.72% | 0.66% | $5.9M | 104,495 | $5.0M | 104,395 | +100+0.10% | Add |
 UNITED PARCEL SVCS INCUPS |
| 0.7% | 0.67% | $5.7M | 53,375 | $5.1M | 51,950 | +1,425+2.74% | Add |
 META PLATFORMS INCMETA |
| 0.68% | 0.65% | $5.6M | 9,865 | $5.0M | 8,690 | +1,175+13.52% | Add |
| WWARRIOR MET COAL INCHCC |
| 0.66% | 0.28% | $5.4M | 66,500 | $2.1M | 22,900 | +43,600+190.39% | Add |
 LOVESAC CO COMLOVE |
| 0.65% | 0.64% | $5.3M | 314,647 | $4.9M | 332,947 | -18,300-5.50% | Reduce |
 ELANCO ANIMAL HEALTH INCELAN |
| 0.63% | 0.66% | $5.1M | 209,225 | $5.0M | 209,225 | 00.00% | Unchanged |
 HILLMAN SOLUTIONS CORPHLMN |
| 0.6% | 0.59% | $4.9M | 575,800 | $4.5M | 538,600 | +37,200+6.91% | Add |
| BBEST BUY INCBBY |
| 0.59% | 0.52% | $4.8M | 63,000 | $4.0M | 61,950 | +1,050+1.69% | Add |
