| FFLEX LTDFLEX |
| 9.53% | 6.95% | $751.2M | 4.6M | $455.7M | 7.0M | -2.3M-33.41% | Reduce |
 JOHNSON CONTROLS INTERNATIONJCI |
| 5.55% | 6.28% | $437.8M | 3.0M | $412.0M | 3.1M | -150,132-4.77% | Reduce |
| NNRG ENERGY INCNRG |
| 4.98% | 6.21% | $392.8M | 2.7M | $406.9M | 2.8M | -94,645-3.40% | Reduce |
 F5 INCFFIV |
| 4.86% | 4.18% | $383.5M | 921,848 | $274.1M | 947,361 | -25,513-2.69% | Reduce |
 NETAPP INCNTAP |
| 4.84% | 3.95% | $381.6M | 2.5M | $258.8M | 2.5M | -61,525-2.43% | Reduce |
| EEBAY INC. COMEBAY |
| 4.82% | 4.85% | $380.1M | 3.4M | $317.9M | 3.5M | -91,642-2.62% | Reduce |
 EXPEDIA GROUP INCEXPE |
| 4.66% | 5.25% | $367.1M | 1.4M | $344.0M | 1.5M | -55,355-3.72% | Reduce |
 AERCAP HOLDINGS NV SHSAER |
| 4.59% | 5.44% | $362.1M | 2.5M | $356.9M | 2.6M | -118,122-4.54% | Reduce |
 TD SYNNEX CORPORATIONSNX |
| 3.92% | 3.03% | $309.4M | 1.2M | $198.5M | 1.2M | -19,412-1.65% | Reduce |
 AMERIPRISE FINL INCAMP |
| 3.79% | 4.53% | $298.6M | 650,835 | $297.0M | 668,303 | -17,468-2.61% | Reduce |
 ARROW ELECTRS INCARW |
| 3.35% | 2.78% | $264.2M | 1.2M | $182.1M | 1.3M | -31,866-2.51% | Reduce |
 HCA HEALTHCARE INCHCA |
| 3.23% | 4.83% | $255.0M | 654,071 | $316.4M | 668,645 | -14,574-2.18% | Reduce |
 NXP SEMICONDUCTORS N VNXPI |
| 3.16% | 2.81% | $249.4M | 887,619 | $183.9M | 934,201 | -46,582-4.99% | Reduce |
 IQVIA HLDGS INCIQV |
| 3.09% | — | $243.4M | 1.3M | $0 | 0 | +1.3M | New Buy |
 UBER TECHNOLOGIES INCUBER |
| 2.98% | 3.64% | $235.2M | 3.3M | $238.5M | 3.3M | -56,303-1.70% | Reduce |
| CCIGNA GROUPLIBD |
| 2.6% | 3.05% | $205.0M | 743,592 | $200.1M | 750,100 | -6,508-0.87% | Reduce |
 WESCO INTL INCWCC |
| 2.52% | 2.54% | $199.0M | 575,980 | $166.2M | 607,408 | -31,428-5.17% | Reduce |
 GEN DIGITAL INCGEN |
| 2.52% | 2.29% | $198.7M | 8.0M | $150.0M | 8.0M | +16,181+0.20% | Add |
 CORPAY INCCPAY |
| 2.5% | 2.75% | $197.4M | 592,382 | $180.0M | 618,656 | -26,274-4.25% | Reduce |
 AFFILIATED MANAGERS GROUPAMG |
| 2.03% | 2.12% | $160.0M | 472,886 | $138.9M | 502,121 | -29,235-5.82% | Reduce |
 CENTENE CORP DEL COMCNC |
| 1.99% | 1.26% | $157.3M | 2.4M | $82.9M | 2.5M | -82,741-3.27% | Reduce |
 ASSURANT INCAIZ |
| 1.98% | 2.03% | $156.5M | 582,803 | $133.3M | 612,104 | -29,301-4.79% | Reduce |
 ICON PUB LTD COICLR |
| 1.94% | 1.58% | $153.1M | 881,179 | $103.8M | 938,204 | -57,025-6.08% | Reduce |
| LLITHIA MTRS INCLAD |
| 1.84% | 1.75% | $144.7M | 498,050 | $115.0M | 460,622 | +37,428+8.13% | Add |
 FIDELITY NATL INFORMATION SVCS COMFIS |
| 1.81% | 2.62% | $142.5M | 3.7M | $171.9M | 3.7M | -698-0.02% | Reduce |
 PRIMERICA INCPRI |
| 1.75% | 1.93% | $137.8M | 484,835 | $126.8M | 506,040 | -21,205-4.19% | Reduce |
| SSS&C TECH HLDGSSSNC |
| 1.75% | 2.39% | $137.8M | 2.2M | $156.6M | 2.3M | -97,042-4.19% | Reduce |
 GLOBAL PMTS INC COMGPN |
| 1.69% | 1.87% | $133.1M | 1.8M | $122.9M | 1.8M | +8,386+0.46% | Add |
 SCHEIN HENRY INCHSIC |
| 1.55% | 1.74% | $122.6M | 1.5M | $113.8M | 1.5M | -77,091-4.99% | Reduce |
| WWEX INCWEX |
| 1.38% | 1.78% | $108.7M | 770,524 | $116.5M | 760,936 | +9,588+1.26% | Add |
 LKQ CORPLKQ |
| 0.97% | 1.37% | $76.2M | 2.9M | $89.6M | 3.0M | -156,326-5.13% | Reduce |
 AUTONATION INCAN |
| 0.85% | 1.12% | $67.0M | 360,418 | $73.4M | 375,771 | -15,353-4.09% | Reduce |
 CONCENTRIX CORPCNXC |
| 0.39% | 0.5% | $31.1M | 1.4M | $32.7M | 1.2M | +191,735+16.05% | Add |
 CROWN HLDGS INCCCK |
| 0.17% | 0.15% | $13.3M | 119,360 | $9.7M | 96,822 | +22,538+23.28% | Add |
| SSUNBELT RENTALS HOLDINGS INC SHSSUN |
| 0.17% | 0.19% | $13.1M | 174,820 | $12.4M | 190,983 | -16,163-8.46% | Reduce |
| AAPTIV PLCAPTV |
| 0.13% | 0.13% | $10.1M | 164,113 | $8.4M | 142,375 | +21,738+15.27% | Add |
| VVERSIGENT PLCVGNT |
| 0.04% | — | $3.0M | 71,430 | $0 | 0 | +71,430 | New Buy |
| NNINTENDO LTD FSPONSORED ADR 1 ADR REP 0.25 ORD SHSNTDOY |
| 0.03% | 0.06% | $2.6M | 244,323 | $4.1M | 285,766 | -41,443-14.50% | Reduce |
 GRAB HOLDINGS LIMITED CLASS A ORDGRAB |
| 0.02% | 0.06% | $1.6M | 431,288 | $3.9M | 1.1M | -631,030-59.40% | Reduce |
| SSONY GROUP CORP SPONSORED ADRSONY |
| 0.01% | <0.01% | $562,583 | 28,045 | $8,094 | 391 | +27,654+7,072.63% | Add |
| IINVESCO EXCHANGE TRADED FD TRSP |
| <0.01% | <0.01% | $208,302 | 979 | $229,152 | 1,194 | -215-18.01% | Reduce |
