 WESTERN DIGITAL CORPWDC |
| 17.01% | 12.32% | $867.3M | 1.4M | $378.8M | 1.4M | -42,600-3.04% | Reduce |
 SEAGATE TECHNOLOGY HLDNGS PLSTX |
| 5.7% | 6.81% | $290.6M | 301,162 | $209.2M | 533,985 | -232,823-43.60% | Reduce |
 UNITEDHEALTH GROUP INCUNH |
| 5.55% | 1.9% | $283.1M | 681,100 | $58.3M | 215,400 | +465,700+216.20% | Add |
 HUMANA INC COMHUM |
| 4.89% | 1.95% | $249.6M | 628,251 | $59.8M | 344,800 | +283,451+82.21% | Add |
 ICON PUB LTD COICLR |
| 4.09% | 1.21% | $208.4M | 1.2M | $37.1M | 335,300 | +864,300+257.77% | Add |
 TFI INTERNATIONAL INCTFII |
| 3.99% | 4.81% | $203.6M | 1.4M | $147.9M | 1.4M | +56,578+4.15% | Add |
| EEQUINOX GOLD CORPEQX |
| 3.34% | 9.14% | $170.4M | 17.5M | $280.8M | 19.4M | -1.9M-9.75% | Reduce |
 ADVANCE AUTO PARTS INCAAP |
| 2.95% | 2.23% | $150.6M | 2.4M | $68.5M | 1.3M | +1.1M+86.50% | Add |
| BBROOKDALE SR LIVING INCBKD |
| 2.8% | 3.63% | $143.0M | 8.9M | $111.6M | 8.2M | +731,000+8.96% | Add |
 NUCOR CORPNUE |
| 2.68% | 0.64% | $136.8M | 614,000 | $19.8M | 117,212 | +496,788+423.84% | Add |
 BRITISH AMERN TOB PLC SPONSORED ADRBTI |
| 2.62% | 3.02% | $133.8M | 2.2M | $92.9M | 1.6M | +576,900+36.30% | Add |
| AARCELORMITTAL SA LUXEMBOURG NY REGISTRY SHMT |
| 2.59% | 2.39% | $131.9M | 2.2M | $73.5M | 1.4M | +776,595+54.91% | Add |
 CVS HEALTH CORPCVS |
| 2.43% | 2.45% | $123.9M | 1.2M | $75.3M | 1.0M | +149,896+14.30% | Add |
 SMURFIT WESTROCK PLC SHSSW |
| 2.37% | — | $120.7M | 2.6M | $0 | 0 | +2.6M | New Buy |
 LOUISIANA PAC CORPLPX |
| 2.35% | 2.63% | $119.7M | 1.5M | $80.9M | 1.1M | +409,300+36.79% | Add |
 CENTENE CORP DEL COMCNC |
| 1.74% | 0.7% | $88.7M | 1.4M | $21.5M | 656,579 | +725,300+110.47% | Add |
 ROCKET COS INC COM CL ARKT |
| 1.71% | 1.45% | $87.3M | 5.5M | $44.6M | 3.1M | +2.4M+76.93% | Add |
 ALCOA CORPAA |
| 1.61% | 1.95% | $82.3M | 1.6M | $59.9M | 903,320 | +674,400+74.66% | Add |
 ARCBEST CORPARCB |
| 1.51% | 1.29% | $76.9M | 535,746 | $39.8M | 404,346 | +131,400+32.50% | Add |
 ELEVANCE HEALTH INC FORMERLYELV |
| 1.45% | 0.59% | $74.1M | 191,500 | $18.2M | 62,000 | +129,500+208.87% | Add |
 XPO INCXPO |
| 1.42% | 2.03% | $72.4M | 352,702 | $62.3M | 320,242 | +32,460+10.14% | Add |
| RRXO INCRXO |
| 1.4% | — | $71.3M | 2.6M | $0 | 0 | +2.6M | New Buy |
 ALGOMA STL GROUP INCASTL |
| 1.34% | 2.14% | $68.3M | 16.9M | $65.8M | 15.9M | +931,000+5.84% | Add |
| FFEDEX FGHT HLDG CO INCFDXF |
| 1.34% | — | $68.2M | 451,700 | $0 | 0 | +451,700 | New Buy |
 JD COM INCJD |
| 1.33% | 2.91% | $68.0M | 2.7M | $89.5M | 3.0M | -355,720-11.75% | Reduce |
 WERNER ENTERPRISES INCWERN |
| 1.17% | 0.53% | $59.6M | 1.4M | $16.3M | 553,367 | +812,800+146.88% | Add |
 TURNING PT BRANDS INCTPB |
| 1.14% | 1.23% | $58.2M | 686,800 | $37.8M | 436,000 | +250,800+57.52% | Add |
 WABTECWAB |
| 1.14% | 1.75% | $58.1M | 215,400 | $53.8M | 215,400 | 00.00% | Unchanged |
 MOSAIC COMOS |
| 1.11% | — | $56.8M | 2.7M | $0 | 0 | +2.7M | New Buy |
 MOLINA HEALTHCARE INCMOH |
| 1.09% | 0.74% | $55.6M | 243,300 | $22.6M | 169,700 | +73,600+43.37% | Add |
| FFORTUNE BRANDS INNOVATIONS IFBIN |
| 1.07% | 0.62% | $54.7M | 996,282 | $18.9M | 485,782 | +510,500+105.09% | Add |
 LKQ CORPLKQ |
| 1.07% | 1.97% | $54.4M | 2.1M | $60.7M | 2.1M | 00.00% | Unchanged |
| SSUNRUN INCRUN |
| 0.97% | 1.32% | $49.4M | 3.7M | $40.7M | 3.0M | +692,448+23.07% | Add |
 WINNEBAGO INDS INCWGO |
| 0.96% | 1.18% | $48.7M | 1.6M | $36.3M | 1.2M | +389,400+33.29% | Add |
| RRAMBUS INC DELRMBS |
| 0.89% | — | $45.5M | 342,600 | $0 | 0 | +342,600 | New Buy |
 INGEVITY CORPNGVT |
| 0.88% | 1.4% | $45.0M | 603,303 | $43.0M | 603,303 | 00.00% | Unchanged |
 GRAPHIC PACKAGING HLDG COGPK |
| 0.85% | — | $43.3M | 4.1M | $0 | 0 | +4.1M | New Buy |
 TECK RESOURCES LTDTECK |
| 0.84% | — | $42.7M | 718,500 | $0 | 0 | +718,500 | New Buy |
 GENERAL MTRS COGM |
| 0.75% | — | $38.5M | 499,497 | $0 | 0 | +499,497 | New Buy |
 THOR INDS INCTHO |
| 0.68% | 1.2% | $34.7M | 461,864 | $36.9M | 461,864 | 00.00% | Unchanged |
| TTALEN ENERGY CORPTLN |
| 0.61% | — | $30.9M | 80,300 | $0 | 0 | +80,300 | New Buy |
 LAS VEGAS SANDS CORP COMLVS |
| 0.6% | 1.16% | $30.6M | 662,824 | $35.7M | 662,824 | 00.00% | Unchanged |
| LLYFT INC CLASS ALYFT |
| 0.59% | 1.78% | $30.1M | 2.1M | $54.9M | 4.1M | -2.1M-50.00% | Reduce |
| CCLEVELAND-CLIFFS INC NEWCLF |
| 0.57% | 5.7% | $29.0M | 3.1M | $175.3M | 20.7M | -17.7M-85.14% | Reduce |
 KNIGHT-SWIFT TRANSN HLDGS INC CL AKNX |
| 0.56% | 0.69% | $28.5M | 366,095 | $21.1M | 366,095 | 00.00% | Unchanged |
 ACADEMY SPORTS & OUTDOORASO |
| 0.54% | 1.54% | $27.6M | 586,400 | $47.4M | 840,000 | -253,600-30.19% | Reduce |
 AMAZON COM INCAMZN |
| 0.5% | — | $25.7M | 108,000 | $0 | 0 | +108,000 | New Buy |
 RAYONIER ADVANCED MATLS INC COMRYAM |
| 0.5% | 1.17% | $25.6M | 3.3M | $36.1M | 3.3M | 00.00% | Unchanged |
| WWARRIOR MET COAL INCHCC |
| 0.4% | 0.43% | $20.6M | 253,559 | $13.3M | 143,059 | +110,500+77.24% | Add |
 INTERNATIONAL PAPER COIP |
| 0.21% | — | $10.8M | 284,400 | $0 | 0 | +284,400 | New Buy |
