| AATLASSIAN CORPORATION CL ATEAM |
| 32.47% | — | $63.0M | 350,000 | $0 | 0 | +350,000 | New Buy |
 US FOODS HLDG CORPUSFD |
| 5.7% | 2.21% | $11.1M | 561,000 | $2.8M | 159,839 | +401,161+250.98% | Add |
| RREGIONAL MGMT CORP COMRM |
| 3.67% | 5.4% | $7.1M | 401,700 | $6.9M | 505,804 | -104,104-20.58% | Reduce |
 CARLISLE COS INCCSL |
| 3.45% | — | $6.7M | 56,000 | $0 | 0 | +56,000 | New Buy |
| AAARONS INC |
| 3.28% | — | $6.4M | 140,112 | $0 | 0 | +140,112 | New Buy |
 Ulta Beauty Inc Ordinary SharesULTA |
| 3.15% | — | $6.1M | 30,000 | $0 | 0 | +30,000 | New Buy |
| DDROPBOX INCDBX |
| 3.03% | — | $5.9M | 270,000 | $0 | 0 | +270,000 | New Buy |
 UPBOUND GROUP INCUPBD |
| 2.93% | 12.58% | $5.7M | 204,687 | $16.1M | 1.1M | -934,306-82.03% | Reduce |
 D R HORTON INCDHI |
| 2.86% | — | $5.5M | 100,000 | $0 | 0 | +100,000 | New Buy |
| CCITI TRENDS INC COMCTRN |
| 2.55% | 1.68% | $4.9M | 244,307 | $2.2M | 241,906 | +2,401+0.99% | Add |
 MITEK SYS INCMITK |
| 2.52% | 8.01% | $4.9M | 508,191 | $10.3M | 1.3M | -793,241-60.95% | Reduce |
| EEVERCORE INCEVR |
| 2.28% | — | $4.4M | 75,000 | $0 | 0 | +75,000 | New Buy |
| AAEROJET ROCKETDYNE HLDGS INC COMAJRDEUR |
| 2.11% | — | $4.1M | 103,486 | $0 | 0 | +103,486 | New Buy |
 HEXCEL CORP NEWHXL |
| 2.1% | — | $4.1M | 90,000 | $0 | 0 | +90,000 | New Buy |
 CF INDS HLDGS INCCF |
| 2.03% | — | $3.9M | 140,000 | $0 | 0 | +140,000 | New Buy |
 SEABOARD CORP DELSEB |
| 1.97% | — | $3.8M | 1,300 | $0 | 0 | +1,300 | New Buy |
| PPURSUIT ATTRACTIONS AND HOSPPRSU |
| 1.94% | — | $3.8M | 198,384 | $0 | 0 | +198,384 | New Buy |
 CRACKER BARREL OLD CTRYCBRL |
| 1.94% | — | $3.8M | 34,000 | $0 | 0 | +34,000 | New Buy |
 GENERAL DYNAMICS CORPGD |
| 1.93% | — | $3.7M | 25,000 | $0 | 0 | +25,000 | New Buy |
 TRANSUNIONTRU |
| 1.79% | — | $3.5M | 40,000 | $0 | 0 | +40,000 | New Buy |
| SSPIRIT AEROSYSTEMS HLDGS INCS9Q |
| 1.75% | — | $3.4M | 142,000 | $0 | 0 | +142,000 | New Buy |
 WORTHINGTON ENTERPRISES INCWOR |
| 1.63% | — | $3.2M | 85,000 | $0 | 0 | +85,000 | New Buy |
| FFRONT YD RESIDENTIAL CORP |
| 1.57% | — | $3.0M | 350,000 | $0 | 0 | +350,000 | New Buy |
| AAMEDISYS INC COMAMED |
| 1.54% | — | $3.0M | 15,050 | $0 | 0 | +15,050 | New Buy |
| LLHC GROUP INC |
| 1.52% | — | $2.9M | 16,880 | $0 | 0 | +16,880 | New Buy |
 AES CORP COMAES |
| 1.49% | — | $2.9M | 200,000 | $0 | 0 | +200,000 | New Buy |
| AAMERICAN CAMPUS CMNTYS INC |
| 1.44% | — | $2.8M | 80,000 | $0 | 0 | +80,000 | New Buy |
| AADDUS HOMECARE CORPADUS |
| 1.39% | 18.97% | $2.7M | 29,200 | $24.3M | 359,238 | -330,038-91.87% | Reduce |
 SOUTHWEST AIRLS CO COMLUV |
| 1.22% | — | $2.4M | 69,149 | $0 | 0 | +69,149 | New Buy |
| AAMERICAN WOODMARK CORP COM |
| 1.1% | — | $2.1M | 28,121 | $0 | 0 | +28,121 | New Buy |
 HEWLETT PACKARD ENTERPRISE CHPE |
| 1.08% | — | $2.1M | 209,500 | $0 | 0 | +209,500 | New Buy |
| BBARNES & NOBLE ED INC |
| 0.58% | 0.78% | $1.1M | 706,469 | $1.0M | 735,633 | -29,164-3.96% | Reduce |
