 LANTHEUS HLDGS INCLNTH |
| 6.24% | 4.46% | $44.5M | 400,699 | $31.5M | 415,474 | -14,775-3.56% | Reduce |
 MOLINA HEALTHCARE INCMOH |
| 5.84% | 3.63% | $41.6M | 182,031 | $25.7M | 192,586 | -10,555-5.48% | Reduce |
 HUMANA INC COMHUM |
| 5.1% | 1.64% | $36.3M | 91,449 | $11.6M | 66,889 | +24,560+36.72% | Add |
 SIGNET JEWELERS LIMITEDSIG |
| 4.08% | 3.34% | $29.1M | 337,316 | $23.6M | 278,892 | +58,424+20.95% | Add |
 UNITED THERAPEUTICS CORP DELUTHR |
| 4.01% | 4.77% | $28.6M | 52,789 | $33.7M | 56,872 | -4,083-7.18% | Reduce |
 ELEVANCE HEALTH INC FORMERLYELV |
| 3.91% | 3.06% | $27.9M | 72,040 | $21.7M | 73,983 | -1,943-2.63% | Reduce |
| WWEATHERFORD INTL PLCWFRD |
| 3.86% | 4.75% | $27.5M | 337,875 | $33.6M | 355,282 | -17,407-4.90% | Reduce |
 FOX CORPFOXA |
| 3.76% | 2.62% | $26.8M | 514,311 | $18.5M | 316,870 | +197,441+62.31% | Add |
 HP INCHPQ |
| 3.66% | 1.74% | $26.1M | 1.2M | $12.3M | 638,969 | +551,005+86.23% | Add |
 VALERO ENERGY CORP COMVLO |
| 3.66% | 4.46% | $26.1M | 100,073 | $31.5M | 127,602 | -27,529-21.57% | Reduce |
 CF INDS HLDGS INCCF |
| 3.63% | 4.92% | $25.9M | 238,812 | $34.8M | 268,075 | -29,263-10.92% | Reduce |
| WWARRIOR MET COAL INCHCC |
| 3.61% | 4.64% | $25.7M | 317,202 | $32.8M | 351,989 | -34,787-9.88% | Reduce |
 MARATHON PETE CORPMPC |
| 3.51% | 3.63% | $25.0M | 97,758 | $25.7M | 105,145 | -7,387-7.03% | Reduce |
| CCORE NATURAL RESOURCES INCCNR |
| 3.19% | 4.52% | $22.7M | 284,218 | $32.0M | 305,260 | -21,042-6.89% | Reduce |
 KLA CORPKLAC |
| 3.1% | 3.12% | $22.1M | 73,279 | $22.1M | 14,981 | +58,298+389.15% | Add |
 COMCAST CORP NEW CL ACMCSA |
| 3.08% | — | $22.0M | 895,459 | $0 | 0 | +895,459 | New Buy |
 MICRON TECHNOLOGY INCMU |
| 3.08% | 2.56% | $22.0M | 19,018 | $18.1M | 53,600 | -34,582-64.52% | Reduce |
 LAM RESEARCH CORPLRCX |
| 3.07% | 3.07% | $21.9M | 50,428 | $21.7M | 101,481 | -51,053-50.31% | Reduce |
 APPLIED MATLS INCAMAT |
| 3% | 2.86% | $21.4M | 29,589 | $20.2M | 59,204 | -29,615-50.02% | Reduce |
 INTEL CORPINTC |
| 2.69% | 2.23% | $19.1M | 137,030 | $15.7M | 356,632 | -219,602-61.58% | Reduce |
| HHF SINCLAIR CORPDINO |
| 2.57% | 2.6% | $18.3M | 263,017 | $18.4M | 294,585 | -31,568-10.72% | Reduce |
| IINTERDIGITAL INCIDCC |
| 2.55% | 2.74% | $18.2M | 64,149 | $19.4M | 64,149 | 00.00% | Unchanged |
| SSCORPIO TANKERS INC SHSSTNG |
| 2.5% | 4.42% | $17.8M | 256,772 | $31.3M | 418,959 | -162,187-38.71% | Reduce |
 LYONDELLBASELL INDUSTRIES NV SHS - A -LYB |
| 2.49% | 4.78% | $17.7M | 336,501 | $33.8M | 419,514 | -83,013-19.79% | Reduce |
| TTEEKAY TANKERS LTD CL ATNK |
| 2.47% | 4.88% | $17.6M | 270,880 | $34.5M | 471,147 | -200,267-42.51% | Reduce |
 DILLARDS INCDDS |
| 2.35% | 2.68% | $16.8M | 31,734 | $18.9M | 33,119 | -1,385-4.18% | Reduce |
 CISCO SYS INCCSCO |
| 2.35% | 2.23% | $16.7M | 142,412 | $15.8M | 203,282 | -60,870-29.94% | Reduce |
 LANDBRIDGE CO LLC CL A CLASS ALB |
| 2.26% | 2.22% | $16.1M | 203,365 | $15.7M | 227,258 | -23,893-10.51% | Reduce |
| TTEXAS PACIFIC LAND CORPORATITPL |
| 2.08% | 2.47% | $14.8M | 33,918 | $17.5M | 36,864 | -2,946-7.99% | Reduce |
 BUCKLE INCBKE |
| 1.61% | 2.08% | $11.5M | 271,903 | $14.7M | 291,668 | -19,765-6.78% | Reduce |
 GENTEX CORPGNTX |
| 0.68% | 0.6% | $4.9M | 192,825 | $4.2M | 192,825 | 00.00% | Unchanged |
