ARAMARKARMK |
| 9.44% | 9.59% | $60.1M | 1.1M | $56.7M | 1.4M | -341,875-24.45% | Reduce |
WASTE CONNECTIONS INCWCN |
| 8.99% | 8.86% | $57.3M | 343,513 | $52.4M | 322,683 | +20,830+6.46% | Add |
| SSS&C TECH HLDGSSSNC |
| 7.92% | 9.12% | $50.5M | 813,251 | $53.9M | 797,849 | +15,402+1.93% | Add |
DOLLAR GEN CORP NEWDG |
| 6.02% | — | $38.3M | 333,053 | $0 | 0 | +333,053 | New Buy |
| FFIRST ADVANTAGE CORP NEWFA |
| 5.5% | 6.03% | $35.0M | 1.9M | $35.7M | 3.0M | -1.1M-36.00% | Reduce |
BOOKING HOLDINGS INC COMBKNG |
| 5.44% | — | $34.7M | 194,470 | $0 | 0 | +194,470 | New Buy |
LENNOX INTL INCLII |
| 5.31% | — | $33.8M | 59,007 | $0 | 0 | +59,007 | New Buy |
LIVE NATION ENTERTAINMENT INLYV |
| 5.02% | 4.4% | $32.0M | 174,743 | $26.0M | 170,661 | +4,082+2.39% | Add |
CORE & MAIN INCCNM |
| 4.7% | — | $29.9M | 620,017 | $0 | 0 | +620,017 | New Buy |
| WWEX INCWEX |
| 4.49% | 5.27% | $28.6M | 202,518 | $31.2M | 203,694 | -1,176-0.58% | Reduce |
Genuine Parts Co ComGPC |
| 4.48% | — | $28.5M | 241,980 | $0 | 0 | +241,980 | New Buy |
| BBOBS DISC FURNITURE INCBOBS |
| 4.02% | 3.02% | $25.6M | 1.6M | $17.8M | 1.5M | +99,139+6.53% | Add |
PERFORMANCE FOOD GROUP COPFGC |
| 3.87% | 5% | $24.6M | 220,456 | $29.6M | 345,211 | -124,755-36.14% | Reduce |
CAE INCCAE |
| 3.85% | 3.72% | $24.5M | 979,193 | $22.0M | 844,393 | +134,800+15.96% | Add |
MCGRATH RENTCORPMGRC |
| 3.78% | — | $24.0M | 198,684 | $0 | 0 | +198,684 | New Buy |
| IINSPERITY INCNSP |
| 3.35% | — | $21.4M | 516,995 | $0 | 0 | +516,995 | New Buy |
| HHURON CONSULTING GROUP INCHURN |
| 3.34% | 5.04% | $21.2M | 235,663 | $29.8M | 233,820 | +1,843+0.79% | Add |
CONSTRUCTION PARTNERS INCROAD |
| 3.27% | — | $20.8M | 175,223 | $0 | 0 | +175,223 | New Buy |
| WWAYSTAR HLDG CORPWAY |
| 2.76% | — | $17.6M | 855,000 | $0 | 0 | +855,000 | New Buy |
| SSOLSTICE ADVANCED MATLS INCSOL |
| 2.74% | — | $17.4M | 196,879 | $0 | 0 | +196,879 | New Buy |
| KKORN FERRYKFY |
| 1.71% | — | $10.9M | 163,836 | $0 | 0 | +163,836 | New Buy |