| BBRINKS COBCO |
| 17.45% | 17.02% | $95.8M | 1.0M | $98.1M | 946,180 | +68,025+7.19% | Add |
 INGEVITY CORPNGVT |
| 12.15% | 12.14% | $66.8M | 894,072 | $69.9M | 982,015 | -87,943-8.96% | Reduce |
 KOPPERS HOLDINGS INCKOP |
| 11.58% | 6.34% | $63.6M | 1.4M | $36.5M | 944,430 | +471,730+49.95% | Add |
| WWISDOMTREE INCWT |
| 8.25% | 11.79% | $45.3M | 2.7M | $67.9M | 4.7M | -2.0M-42.69% | Reduce |
 AUTONATION INCAN |
| 7.65% | 10% | $42.0M | 226,270 | $57.6M | 294,965 | -68,695-23.29% | Reduce |
 GILDAN ACTIVEWEAR INCGIL |
| 7.15% | 14.75% | $39.3M | 761,300 | $85.0M | 1.5M | -766,095-50.16% | Reduce |
| TTENNANT COTNC |
| 6.1% | 4.3% | $33.5M | 383,000 | $24.8M | 372,950 | +10,050+2.69% | Add |
 DRIVEN BRANDS HLDGS INCDRVN |
| 5.73% | 4.61% | $31.5M | 2.3M | $26.5M | 2.1M | +153,545+7.29% | Add |
| PPRIMO BRANDS CORPORATIONPRMB |
| 5.47% | 4.66% | $30.0M | 1.2M | $26.9M | 1.4M | -198,120-13.89% | Reduce |
| EENVIRI CORPNVRI |
| 4.59% | — | $25.2M | 1.1M | $0 | 0 | +1.1M | New Buy |
 STRIDE INCLRN |
| 4.2% | 4.63% | $23.1M | 267,605 | $26.7M | 302,310 | -34,705-11.48% | Reduce |
 GIBRALTAR INDS INCROCK |
| 4.06% | — | $22.3M | 494,365 | $0 | 0 | +494,365 | New Buy |
 PELOTON INTERACTIVE INCPTON |
| 2.86% | 0.9% | $15.7M | 2.7M | $5.2M | 1.2M | +1.4M+119.84% | Add |
| MMATSON INC COM NPVMATX |
| 2.76% | — | $15.2M | 78,855 | $0 | 0 | +78,855 | New Buy |
