 STELLANTIS N.V SHSSTLA |
| 1.75% | — | $33.4M | 5.9M | $0 | 0 | +5.9M | New Buy |
| MMKS INC.MKSI |
| 1.69% | 1.04% | $32.2M | 72,347 | $17.6M | 76,801 | -4,454-5.80% | Reduce |
| TTYSON FOODS INCTSN |
| 1.42% | 0.48% | $27.1M | 472,518 | $8.2M | 127,302 | +345,216+271.18% | Add |
| AADVANCED ENERGY INDS INCAEIS |
| 1.22% | 0.06% | $23.2M | 62,188 | $1.1M | 3,300 | +58,888+1,784.48% | Add |
 EAST WEST BANCORP INCEWBC |
| 1.19% | 0.45% | $22.7M | 149,180 | $7.6M | 71,828 | +77,352+107.69% | Add |
| PPBF ENERGY INCPBF |
| 1.06% | 1.25% | $20.2M | 443,690 | $21.1M | 443,690 | 00.00% | Unchanged |
 SUNCOR ENERGY INC NEWSU |
| 1.06% | 1.35% | $20.1M | 374,452 | $22.8M | 344,551 | +29,901+8.68% | Add |
 SEAGATE TECHNOLOGY HLDNGS PLSTX |
| 1.03% | — | $19.6M | 20,300 | $0 | 0 | +20,300 | New Buy |
 INTEL CORPINTC |
| 0.99% | — | $18.9M | 135,200 | $0 | 0 | +135,200 | New Buy |
 CHEVRON CORPORATIONCVX |
| 0.97% | 0.57% | $18.5M | 111,500 | $9.6M | 46,200 | +65,300+141.34% | Add |
 SOUTHWEST AIRLS CO COMLUV |
| 0.94% | 0.35% | $17.9M | 348,374 | $5.9M | 156,880 | +191,494+122.06% | Add |
 NVIDIA CORPORATIONNVDA |
| 0.89% | 0.88% | $17.0M | 84,800 | $14.8M | 84,800 | 00.00% | Unchanged |
 PARKER-HANNIFIN CORPPH |
| 0.88% | 0.47% | $16.7M | 17,120 | $7.9M | 8,820 | +8,300+94.10% | Add |
 MCKESSON CORP COMMCK |
| 0.88% | — | $16.7M | 22,100 | $0 | 0 | +22,100 | New Buy |
| SSTIFEL FINL CORPSF |
| 0.84% | 0.49% | $16.0M | 229,968 | $8.3M | 112,494 | +117,474+104.43% | Add |
 JABIL INCJBL |
| 0.84% | 0.23% | $15.9M | 41,370 | $3.9M | 14,670 | +26,700+182.00% | Add |
 SCHWAB CHARLES CORPSCHW |
| 0.83% | — | $15.9M | 172,200 | $0 | 0 | +172,200 | New Buy |
 MARVELL TECHNOLOGY INCMRVL |
| 0.83% | 0.25% | $15.8M | 53,000 | $4.2M | 42,500 | +10,500+24.71% | Add |
| DDELEK US HLDGS INC NEWDK |
| 0.82% | 0.84% | $15.7M | 308,336 | $14.2M | 314,236 | -5,900-1.88% | Reduce |
 HUMANA INC COMHUM |
| 0.79% | 0.78% | $15.0M | 37,718 | $13.3M | 76,469 | -38,751-50.68% | Reduce |
| SSOLSTICE ADVANCED MATLS INCSOL |
| 0.78% | 0.62% | $14.9M | 168,082 | $10.5M | 137,319 | +30,763+22.40% | Add |
| RRELIANCE INCRS |
| 0.77% | 0.35% | $14.7M | 39,417 | $5.9M | 19,423 | +19,994+102.94% | Add |
| AATKORE INCATKR |
| 0.76% | 0.41% | $14.5M | 191,253 | $6.8M | 116,168 | +75,085+64.63% | Add |
| CCVR ENERGY INCCVI |
| 0.76% | 0.73% | $14.5M | 526,592 | $12.3M | 366,677 | +159,915+43.61% | Add |
 NEBIUS GROUP N VNBIS |
| 0.75% | 0.45% | $14.3M | 51,900 | $7.5M | 72,600 | -20,700-28.51% | Reduce |
| MMIRUM PHARMACEUTICALS INCMIRM |
| 0.75% | 0.79% | $14.3M | 122,041 | $13.4M | 145,379 | -23,338-16.05% | Reduce |
 LOGITECH INTL S A SHSLOGI |
| 0.75% | 1.29% | $14.2M | 151,987 | $21.8M | 240,099 | -88,112-36.70% | Reduce |
| CCHEESECAKE FACTORY INCCAKE |
| 0.72% | 0.56% | $13.7M | 172,778 | $9.5M | 172,778 | 00.00% | Unchanged |
 DOMINOS PIZZA INCDPZ |
| 0.72% | 0.73% | $13.7M | 46,354 | $12.3M | 34,351 | +12,003+34.94% | Add |
 INTERPARFUMS INCIPAR |
| 0.7% | 0.55% | $13.4M | 119,601 | $9.3M | 102,906 | +16,695+16.22% | Add |
 CME GROUP INCCME |
| 0.7% | 1.05% | $13.2M | 60,000 | $17.7M | 60,000 | 00.00% | Unchanged |
 FOX CORPFOXA |
| 0.69% | 0.48% | $13.1M | 251,048 | $8.1M | 139,032 | +112,016+80.57% | Add |
| TTRINITY INDUSTRIES INC COM USD0.01TRN |
| 0.65% | 0.43% | $12.4M | 359,270 | $7.3M | 226,208 | +133,062+58.82% | Add |
 MICROCHIP TECHNOLOGYMCHP |
| 0.65% | 0.18% | $12.4M | 135,904 | $3.0M | 46,104 | +89,800+194.78% | Add |
 NIKE INCNKE |
| 0.65% | 0.02% | $12.3M | 300,129 | $353,894 | 6,700 | +293,429+4,379.54% | Add |
| MMOOG INCMOG/A |
| 0.65% | 0.64% | $12.3M | 28,991 | $10.9M | 37,191 | -8,200-22.05% | Reduce |
 INTUITINTU |
| 0.63% | — | $12.1M | 46,200 | $0 | 0 | +46,200 | New Buy |
 AECOMACM |
| 0.63% | — | $12.1M | 172,729 | $0 | 0 | +172,729 | New Buy |
 SIRIUSXM HLDGS INC EQUITCLASS EQUITYSIRI |
| 0.63% | 0.65% | $12.0M | 404,711 | $11.0M | 475,186 | -70,475-14.83% | Reduce |
 WILLIAMS SONOMA INCWSM |
| 0.62% | 0.56% | $11.8M | 50,818 | $9.5M | 52,318 | -1,500-2.87% | Reduce |
 ERIE INDTY COERIE |
| 0.62% | 0.24% | $11.7M | 48,895 | $4.1M | 16,340 | +32,555+199.24% | Add |
 LYONDELLBASELL INDUSTRIES NV SHS - A -LYB |
| 0.61% | 0.63% | $11.6M | 220,439 | $10.7M | 132,400 | +88,039+66.49% | Add |
| BBEST BUY INCBBY |
| 0.6% | 0.26% | $11.5M | 151,472 | $4.4M | 67,818 | +83,654+123.35% | Add |
| PPENSKE AUTOMOTIVE GROUPPAG |
| 0.6% | 0.16% | $11.5M | 64,010 | $2.7M | 18,191 | +45,819+251.88% | Add |
| GGRANITE CONSTR INCSPHB |
| 0.6% | 0.54% | $11.4M | 72,265 | $9.1M | 75,665 | -3,400-4.49% | Reduce |
 OLIN CORP COM PAR $1OLN |
| 0.58% | 0.89% | $11.1M | 558,806 | $15.1M | 507,411 | +51,395+10.13% | Add |
| MMASTEC INCMTZ |
| 0.56% | 0.49% | $10.6M | 25,533 | $8.2M | 25,533 | 00.00% | Unchanged |
| DDANA INCDAN |
| 0.55% | 0.77% | $10.5M | 386,747 | $13.0M | 386,747 | 00.00% | Unchanged |
 BGC GROUP INCBGC |
| 0.55% | 0.42% | $10.5M | 981,192 | $7.1M | 723,612 | +257,580+35.60% | Add |
 TJX COS INC NEWTJX |
| 0.55% | 0.47% | $10.5M | 69,196 | $7.9M | 49,568 | +19,628+39.60% | Add |
