| LLIGHT & WONDER INCLNWO |
| 4.54% | 4.96% | $38.1M | 649,593 | $33.9M | 790,614 | -141,021-17.84% | Reduce |
 MERCK & CO INCMRK |
| 4.47% | 3.65% | $37.5M | 337,841 | $25.0M | 289,918 | +47,923+16.53% | Add |
 AIR PRODUCTS AND CHEMICALS IAPD |
| 3.45% | 3.45% | $28.9M | 93,826 | $23.6M | 101,384 | -7,558-7.45% | Reduce |
 ORACLE CORPORCL |
| 3.28% | 2.49% | $27.5M | 336,294 | $17.0M | 278,660 | +57,634+20.68% | Add |
| FFERGUSON PLC NEW |
| 3.04% | 2.3% | $25.5M | 200,847 | $15.7M | 152,497 | +48,350+31.71% | Add |
 COMCAST CORP NEW CL ACMCSA |
| 2.54% | 2.15% | $21.3M | 609,527 | $14.7M | 501,813 | +107,714+21.46% | Add |
 BRIXMOR PPTY GROUP INCBRX |
| 2.24% | 2.36% | $18.8M | 564,224 | $16.1M | 629,322 | -65,098-10.34% | Reduce |
 FIDELITY NATL INFORMATION SVCS COMFIS |
| 2.2% | 1.91% | $18.5M | 271,930 | $13.1M | 172,813 | +99,117+57.36% | Add |
 ELEVANCE HEALTH INC FORMERLYELV |
| 2.15% | 1.93% | $18.0M | 35,050 | $13.2M | 29,093 | +5,957+20.48% | Add |
 UNITED PARKS & RESORTS INCPRKS |
| 2.14% | 1.85% | $17.9M | 334,763 | $12.6M | 277,301 | +57,462+20.72% | Add |
 MEDTRONIC PLCMDT |
| 2.13% | 2.27% | $17.8M | 229,286 | $15.6M | 192,642 | +36,644+19.02% | Add |
 HUMANA INC COMHUM |
| 2.05% | 1.97% | $17.2M | 33,610 | $13.5M | 27,769 | +5,841+21.03% | Add |
 AMERICAN INTL GROUP INC COM NEWAIG |
| 2% | 2.56% | $16.8M | 265,192 | $17.5M | 369,155 | -103,963-28.16% | Reduce |
 ALLSTATE CORPALL |
| 2% | 2.79% | $16.7M | 123,435 | $19.1M | 153,304 | -29,869-19.48% | Reduce |
| RRALPH LAUREN CORPRL |
| 1.92% | 0.81% | $16.1M | 152,043 | $5.5M | 64,961 | +87,082+134.05% | Add |
| HHESS CORP COMHES |
| 1.79% | 2.8% | $15.0M | 105,974 | $19.2M | 175,947 | -69,973-39.77% | Reduce |
| AAPTIV PLCAPTV |
| 1.79% | 1.54% | $15.0M | 161,282 | $10.5M | 134,819 | +26,463+19.63% | Add |
 DOMINOS PIZZA INCDPZ |
| 1.79% | 0.49% | $15.0M | 43,311 | $3.4M | 10,868 | +32,443+298.52% | Add |
| BBAIDU INCBIDU |
| 1.75% | 2.04% | $14.7M | 128,190 | $13.9M | 118,495 | +9,695+8.18% | Add |
 HUNT J B TRANS SVCS INCJBHT |
| 1.73% | 1.58% | $14.5M | 83,317 | $10.8M | 68,994 | +14,323+20.76% | Add |
| SSTERICYCLE INCSRCLEUR |
| 1.65% | 1.57% | $13.9M | 277,660 | $10.8M | 255,660 | +22,000+8.61% | Add |
 COGNIZANT TECHNOLOGY SOLUTIONS CL ACTSH |
| 1.6% | 1.63% | $13.4M | 234,928 | $11.2M | 194,134 | +40,794+21.01% | Add |
 ELECTRONIC ARTS INCEA |
| 1.57% | 1.51% | $13.1M | 107,489 | $10.3M | 89,101 | +18,388+20.64% | Add |
 COCA-COLA EUROPACIFIC PARTNERS SHSCCEP |
| 1.49% | 1.16% | $12.5M | 225,287 | $8.0M | 186,531 | +38,756+20.78% | Add |
| LLITHIA MTRS INCLAD |
| 1.46% | 1.55% | $12.2M | 59,826 | $10.6M | 49,510 | +10,316+20.84% | Add |
 DUPONT DE NEMOURS INCDD |
| 1.44% | 0.84% | $12.1M | 175,825 | $5.8M | 114,349 | +61,476+53.76% | Add |
 DEERE & CODE |
| 1.43% | 1.17% | $12.0M | 28,002 | $8.0M | 23,897 | +4,105+17.18% | Add |
 PAYPAL HLDGS INC COMPYPL |
| 1.42% | 1.74% | $11.9M | 167,244 | $11.9M | 138,119 | +29,125+21.09% | Add |
 AXALTA COATING SYS LTDAXTA |
| 1.26% | 1.06% | $10.6M | 415,822 | $7.3M | 344,332 | +71,490+20.76% | Add |
 ARAMARKARMK |
| 1.19% | 0.92% | $10.0M | 242,183 | $6.3M | 200,808 | +41,375+20.60% | Add |
| BBOOZ ALLEN HAMILTON HLDG CORBAH |
| 1.16% | 1.67% | $9.8M | 93,375 | $11.4M | 123,695 | -30,320-24.51% | Reduce |
| ZZEBRA TECHNOLOGIES CORPORATIZBRA |
| 1.12% | 0.88% | $9.4M | 36,588 | $6.0M | 22,890 | +13,698+59.84% | Add |
 VERTIV HOLDINGS COVRT |
| 1.11% | 0.8% | $9.3M | 681,543 | $5.5M | 566,103 | +115,440+20.39% | Add |
 FOMENTO ECONOMICO MEXICANO SFMX |
| 1.1% | 0.89% | $9.2M | 117,681 | $6.1M | 97,382 | +20,299+20.84% | Add |
 HOLOGIC INCHOLX |
| 1.08% | 0.94% | $9.0M | 120,438 | $6.4M | 99,798 | +20,640+20.68% | Add |
 HALLIBURTON CO COMHAL |
| 1.07% | — | $9.0M | 227,682 | $0 | 0 | +227,682 | New Buy |
| HHOWARD HUGHES CORPHHC* |
| 0.98% | 0.72% | $8.2M | 107,887 | $4.9M | 89,257 | +18,630+20.87% | Add |
 WELLS FARGO CO NEWWFC |
| 0.97% | 0.99% | $8.1M | 196,228 | $6.8M | 168,058 | +28,170+16.76% | Add |
 AERCAP HOLDINGS NV SHSAER |
| 0.92% | 0.68% | $7.7M | 132,802 | $4.7M | 109,872 | +22,930+20.87% | Add |
| QQUALCOMM INCQCOM |
| 0.89% | — | $7.5M | 68,107 | $0 | 0 | +68,107 | New Buy |
 DOLLAR GEN CORP NEWDG |
| 0.89% | 1.94% | $7.5M | 30,330 | $13.3M | 55,367 | -25,037-45.22% | Reduce |
 LIVANOVA PLCLIVN |
| 0.88% | 0.82% | $7.4M | 133,338 | $5.6M | 110,199 | +23,139+21.00% | Add |
 PRICESMART INCPSMT |
| 0.85% | 0.99% | $7.2M | 117,712 | $6.8M | 117,712 | 00.00% | Unchanged |
 COPT DEFENSE PROPERTIESCDP |
| 0.84% | 0.76% | $7.0M | 270,608 | $5.2M | 223,704 | +46,904+20.97% | Add |
 US BANCORPUSB |
| 0.78% | 0.74% | $6.6M | 150,615 | $5.1M | 125,621 | +24,994+19.90% | Add |
 NORTHERN TR CORPNTRS |
| 0.77% | 0.76% | $6.5M | 72,975 | $5.2M | 60,384 | +12,591+20.85% | Add |
 Nice Ltd ADRNICE |
| 0.73% | 0.63% | $6.1M | 31,704 | $4.3M | 23,004 | +8,700+37.82% | Add |
 MICROSOFT CORPMSFT |
| 0.72% | 0.82% | $6.1M | 25,286 | $5.6M | 24,086 | +1,200+4.98% | Add |
| HHAIN CELESTIAL GROUP INC COMHAIN |
| 0.66% | 0.85% | $5.5M | 342,732 | $5.8M | 342,732 | 00.00% | Unchanged |
| FFTI CONSULTING INCFCN |
| 0.54% | 0.76% | $4.5M | 28,509 | $5.2M | 31,483 | -2,974-9.45% | Reduce |
