| FFISERV INCFISV |
| 6.9% | 5.52% | $176.6M | 3.6M | $147.5M | 2.6M | +957,378+36.21% | Add |
COLLIERS INTL GROUP INCCIGI |
| 6.74% | 6.53% | $172.5M | 1.8M | $174.6M | 1.6M | +205,400+12.57% | Add |
FLOOR & DECOR HLDGS INCFND |
| 6.53% | 5.24% | $167.2M | 2.8M | $140.1M | 2.8M | +59,835+2.17% | Add |
BREAD FINANCIAL HOLDINGS INCBFH |
| 5.55% | 6.81% | $142.0M | 1.3M | $182.1M | 2.4M | -1.1M-46.10% | Reduce |
| KKINSALE CAP GROUP INCKNSL |
| 5.14% | 5.26% | $131.6M | 399,131 | $140.5M | 411,246 | -12,115-2.95% | Reduce |
| WWILLSCOT HLDGS CORPWSC |
| 4.99% | 5.11% | $127.6M | 4.4M | $136.6M | 7.9M | -3.4M-43.80% | Reduce |
EURONET WORLDWIDE INCEEFT |
| 4.86% | 4.59% | $124.4M | 1.7M | $122.6M | 1.8M | -147,567-7.99% | Reduce |
| SSUNBELT RENTALS HOLDINGS INC SHSSUN |
| 4.53% | 5.36% | $115.9M | 1.5M | $143.3M | 2.2M | -652,380-29.64% | Reduce |
INGERSOLL RAND INC COMIR |
| 4.35% | 3.9% | $111.3M | 1.4M | $104.3M | 1.3M | +56,220+4.32% | Add |
CELANESE CORP DELCE |
| 4.1% | 6.27% | $105.0M | 2.3M | $167.6M | 2.5M | -265,400-10.42% | Reduce |
| EENSIGN GROUP INCENSG |
| 4.08% | 1.94% | $104.5M | 652,046 | $51.8M | 257,160 | +394,886+153.56% | Add |
| WWEX INCWEX |
| 4.01% | 3.83% | $102.7M | 728,088 | $102.4M | 669,335 | +58,753+8.78% | Add |
VONTIER CORPORATION COMVNT |
| 4.01% | 2.81% | $102.7M | 3.5M | $75.0M | 2.1M | +1.4M+67.48% | Add |
| MMIDDLEBY CORPMIDD |
| 3.95% | 4.68% | $101.1M | 730,564 | $125.1M | 943,514 | -212,950-22.57% | Reduce |
| AAts Corporation. Ordinary SharesATS |
| 3.47% | 5.17% | $88.8M | 3.1M | $138.1M | 4.9M | -1.8M-37.01% | Reduce |
| BBRINKS COBCO |
| 3.38% | 0.22% | $86.6M | 916,120 | $5.8M | 55,500 | +860,620+1,550.67% | Add |
SERVICE CORP INTLSCI |
| 3.35% | 3.59% | $85.9M | 1.1M | $95.8M | 1.2M | -30,970-2.67% | Reduce |
| SSS&C TECH HLDGSSSNC |
| 2.94% | 2.92% | $75.2M | 1.2M | $78.1M | 1.2M | +56,043+4.85% | Add |
MEDPACE HLDGS INCMEDP |
| 2.83% | 2.44% | $72.4M | 136,660 | $65.1M | 135,570 | +1,090+0.80% | Add |
PENNANT GROUP INCPNTG |
| 2.47% | 1.8% | $63.3M | 1.7M | $48.2M | 1.6M | +131,639+8.32% | Add |
| CCOGENT COMM HOLDINGS INCCCOI |
| 2.28% | 3.07% | $58.3M | 4.2M | $81.9M | 4.3M | -145,370-3.34% | Reduce |
GILDAN ACTIVEWEAR INCGIL |
| 2.19% | 1.7% | $56.1M | 1.1M | $45.5M | 817,805 | +270,287+33.05% | Add |
BRUNSWICK CORPBC |
| 2.18% | 2.15% | $55.9M | 663,225 | $57.3M | 788,155 | -124,930-15.85% | Reduce |
MAGNA INTL INCMGA |
| 1.36% | 1.25% | $34.9M | 531,211 | $33.5M | 599,801 | -68,590-11.44% | Reduce |
TFI INTERNATIONAL INCTFII |
| 1.02% | 4.4% | $26.0M | 181,390 | $117.6M | 1.1M | -901,552-83.25% | Reduce |
| JJELD-WEN HLDG INC COMJELD |
| 0.97% | 0.77% | $24.9M | 16.6M | $20.6M | 16.6M | 00.00% | Unchanged |
| BBRP INC COM SUN VTGDOO |
| 0.53% | 0.63% | $13.6M | 222,220 | $16.9M | 235,010 | -12,790-5.44% | Reduce |
PATRICK INDS INCPATK |
| 0.36% | 0.17% | $9.1M | 101,850 | $4.6M | 41,850 | +60,000+143.37% | Add |
LENNAR CORPLEN |
| 0.34% | 0.29% | $8.6M | 96,090 | $7.8M | 94,990 | +1,100+1.16% | Add |
ITT INCITT |
| 0.29% | 0.24% | $7.4M | 37,464 | $6.4M | 33,764 | +3,700+10.96% | Add |
FIRSTSERVICE CORP NEWFSV |
| 0.1% | 0.06% | $2.7M | 18,650 | $1.7M | 12,400 | +6,250+50.40% | Add |
SYNCHRONY FINANCIAL COMSYF |
| 0.07% | 0.06% | $1.9M | 24,480 | $1.6M | 23,890 | +590+2.47% | Add |
| DDOCEBO INC COMDCBO |
| 0.03% | 0.01% | $862,780 | 48,200 | $370,364 | 21,200 | +27,000+127.36% | Add |
| TTENNANT COTNC |
| 0.03% | 0.03% | $840,384 | 9,600 | $863,200 | 13,000 | -3,400-26.15% | Reduce |
OPEN TEXT CORP COMOTEX |
| 0.02% | 0.02% | $578,337 | 26,110 | $591,806 | 26,610 | -500-1.88% | Reduce |
| CCLEARWATER PAPER CORP COMCLW |
| 0.02% | 0.01% | $407,680 | 26,000 | $230,080 | 16,000 | +10,000+62.50% | Add |
WEST FRASER TIMBER CO LTDWFG |
| 0.02% | 0.03% | $389,218 | 5,750 | $897,738 | 13,750 | -8,000-58.18% | Reduce |
GIBRALTAR INDS INCROCK |
| 0.01% | — | $135,300 | 3,000 | $0 | 0 | +3,000 | New Buy |