| SSPDR SERIES TRUSTBIL |
| 7.34% | 6.14% | $51.5M | 562,486 | $37.6M | 409,762 | +152,724+37.27% | Add |
 CLEAN HARBORS INCCLH |
| 7.09% | 9.6% | $49.8M | 166,534 | $58.7M | 204,716 | -38,182-18.65% | Reduce |
| PPINNACLE FINL PARTNERS INCPNFP |
| 6.19% | 5.67% | $43.4M | 430,655 | $34.7M | 402,273 | +28,382+7.06% | Add |
 KNIGHT-SWIFT TRANSN HLDGS INC CL AKNX |
| 6.09% | 4.61% | $42.7M | 548,785 | $28.2M | 489,388 | +59,397+12.14% | Add |
 KIRBY CORPKEX |
| 5.67% | 6.33% | $39.8M | 292,564 | $38.7M | 291,138 | +1,426+0.49% | Add |
| CCRH PLCCRH |
| 5.12% | 5.72% | $35.9M | 335,850 | $35.0M | 332,550 | +3,300+0.99% | Add |
| SSOMNIGROUP INTERNATIONAL INC COMSGI |
| 4.61% | 4.94% | $32.4M | 412,964 | $30.2M | 408,561 | +4,403+1.08% | Add |
| HHEALTHEQUITY INCHQY |
| 4.44% | 3.44% | $31.2M | 345,390 | $21.0M | 251,361 | +94,029+37.41% | Add |
 BRUNSWICK CORPBC |
| 4.4% | 4.19% | $30.9M | 366,273 | $25.6M | 351,872 | +14,401+4.09% | Add |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 4.34% | 2.02% | $30.5M | 70,617 | $12.3M | 75,110 | -4,493-5.98% | Reduce |
| DDYCOM INDS INCDY |
| 3.97% | 3.8% | $27.9M | 55,105 | $23.2M | 68,478 | -13,373-19.53% | Reduce |
| RRB GLOBAL INCRBA |
| 3.69% | 3.33% | $25.9M | 222,228 | $20.3M | 212,254 | +9,974+4.70% | Add |
 POOL CORPPOOL |
| 3.51% | — | $24.6M | 114,637 | $0 | 0 | +114,637 | New Buy |
 CIENA CORPCIEN |
| 3.27% | 4.03% | $22.9M | 46,777 | $24.6M | 63,487 | -16,710-26.32% | Reduce |
 AUTOZONE INCAZO |
| 3% | 4.59% | $21.0M | 6,582 | $28.0M | 8,301 | -1,719-20.71% | Reduce |
| SSS&C TECH HLDGSSSNC |
| 2.96% | — | $20.8M | 335,218 | $0 | 0 | +335,218 | New Buy |
 GENERAC HLDGS INCGNRC |
| 2.85% | 2.14% | $20.0M | 68,264 | $13.1M | 66,910 | +1,354+2.02% | Add |
 LKQ CORPLKQ |
| 2.73% | 6.65% | $19.1M | 727,020 | $40.7M | 1.4M | -657,788-47.50% | Reduce |
 MASCO CORPMAS |
| 2.34% | 2.22% | $16.4M | 202,155 | $13.6M | 224,965 | -22,810-10.14% | Reduce |
| SSTONEX GROUP INCSNEX |
| 2.04% | 2.47% | $14.3M | 120,677 | $15.1M | 187,045 | -66,368-35.48% | Reduce |
| MMARTEN TRANS LTDMRTN |
| 1.88% | — | $13.2M | 758,634 | $0 | 0 | +758,634 | New Buy |
| GGRANITE CONSTR INCSPHB |
| 1.74% | 1.22% | $12.2M | 77,058 | $7.5M | 62,392 | +14,666+23.51% | Add |
 PROGRESSIVE CORPPGR |
| 1.59% | 1.64% | $11.2M | 51,116 | $10.0M | 50,627 | +489+0.97% | Add |
 RUSH ENTERPRISES INCRUSHA |
| 1.5% | 2.11% | $10.5M | 144,300 | $12.9M | 195,326 | -51,026-26.12% | Reduce |
| FFB FINL CORPFBK |
| 1.36% | 2.1% | $9.5M | 172,500 | $12.8M | 247,040 | -74,540-30.17% | Reduce |
 DIAMONDBACK ENERGY INCFANG |
| 1.24% | 1.6% | $8.7M | 49,700 | $9.8M | 49,307 | +393+0.80% | Add |
| SSITEONE LANDSCAPE SUPPLY INCSITE |
| 1.23% | — | $8.6M | 75,475 | $0 | 0 | +75,475 | New Buy |
 CONSTRUCTION PARTNERS INCROAD |
| 0.94% | 0.94% | $6.6M | 55,366 | $5.7M | 51,564 | +3,802+7.37% | Add |
 EAGLE MATLS INCEXP |
| 0.87% | 0.84% | $6.1M | 27,092 | $5.1M | 27,102 | -10-0.04% | Reduce |
 LOUISIANA PAC CORPLPX |
| 0.77% | 0.51% | $5.4M | 68,586 | $3.1M | 42,853 | +25,733+60.05% | Add |
| II3 VERTICALS INCIIIV |
| 0.68% | 1.91% | $4.8M | 223,881 | $11.7M | 522,821 | -298,940-57.18% | Reduce |
 HARROW INCHROW |
| 0.55% | 0.97% | $3.9M | 91,409 | $5.9M | 168,731 | -77,322-45.83% | Reduce |
