 ADVANCED DRAIN SYS INC DELWMS |
| 7.15% | 6.68% | $61.2M | 390,000 | $53.5M | 390,000 | 00.00% | Unchanged |
 HELIOS TECHNOLOGIES INCHLIO |
| 7.1% | 6.3% | $60.8M | 681,000 | $50.5M | 780,378 | -99,378-12.73% | Reduce |
 LITTELFUSE INCLFUS |
| 6.65% | 5.72% | $56.9M | 125,000 | $45.8M | 135,000 | -10,000-7.41% | Reduce |
 JAMES HARDIE INDS PLC ORD SHSJHX |
| 6.42% | 4.96% | $55.0M | 2.1M | $39.8M | 2.1M | 00.00% | Unchanged |
| GGARRETT MOTION INCGTX |
| 6.35% | — | $54.3M | 1.5M | $0 | 0 | +1.5M | New Buy |
 CORE & MAIN INCCNM |
| 6.14% | 5.55% | $52.6M | 1.1M | $44.5M | 900,000 | +190,000+21.11% | Add |
 EAGLE MATLS INCEXP |
| 5.78% | 3.9% | $49.5M | 220,000 | $31.3M | 165,000 | +55,000+33.33% | Add |
| AAts Corporation. Ordinary SharesATS |
| 5.04% | 6.5% | $43.2M | 1.5M | $52.1M | 1.8M | -346,196-18.75% | Reduce |
| AASTEC INDS INCASTE |
| 4.93% | 5.29% | $42.2M | 690,276 | $42.3M | 786,500 | -96,224-12.23% | Reduce |
 MATERION CORPMTRN |
| 4.69% | 8.57% | $40.1M | 135,000 | $68.7M | 474,800 | -339,800-71.57% | Reduce |
 BORGWARNER INCBWA |
| 4.65% | — | $39.8M | 600,000 | $0 | 0 | +600,000 | New Buy |
| DDNOW INCDNOW |
| 4.54% | — | $38.9M | 3.0M | $0 | 0 | +3.0M | New Buy |
| MMASTERBRAND INCMBC |
| 4.45% | 3.84% | $38.1M | 3.7M | $30.7M | 3.7M | 00.00% | Unchanged |
| SSITEONE LANDSCAPE SUPPLY INCSITE |
| 4.41% | 5.48% | $37.8M | 330,000 | $43.9M | 330,000 | 00.00% | Unchanged |
 LATHAM GROUP INCSWIM |
| 4.28% | 3.46% | $36.6M | 5.7M | $27.7M | 5.2M | +500,000+9.69% | Add |
| CCLEARFIELD INCCLFD |
| 3.76% | 2.43% | $32.2M | 810,200 | $19.5M | 735,200 | +75,000+10.20% | Add |
 SENSATA TECHNOLOGIES HLDG PLST |
| 3.34% | — | $28.6M | 600,000 | $0 | 0 | +600,000 | New Buy |
| AAERO-SWX |
| 3.32% | 3.35% | $28.5M | 1.1M | $26.8M | 830,000 | +252,500+30.42% | Add |
| SSHOALS TECHNOLOGIES GROUP INSHLS |
| 2.61% | — | $22.3M | 2.3M | $0 | 0 | +2.3M | New Buy |
| EEQUIPMENTSHARE COM INCEQPT |
| 2.44% | — | $20.9M | 1.1M | $0 | 0 | +1.1M | New Buy |
| MMETHODE ELECTRS INC COMMEI |
| 1.94% | — | $16.6M | 877,500 | $0 | 0 | +877,500 | New Buy |
