 ELANCO ANIMAL HEALTH INCELAN |
| 9.51% | 9.98% | $37.5M | 1.5M | $30.9M | 1.3M | +233,500+18.08% | Add |
 XYLEM INCXYL |
| 7.37% | 5.64% | $29.1M | 246,112 | $17.5M | 146,094 | +100,018+68.46% | Add |
| AAlphabet Inc Class CGOOG |
| 6.45% | 7.56% | $25.5M | 72,081 | $23.4M | 81,681 | -9,600-11.75% | Reduce |
 HUMANA INC COMHUM |
| 5.94% | 6.43% | $23.5M | 59,070 | $19.9M | 114,870 | -55,800-48.58% | Reduce |
 SMURFIT WESTROCK PLC SHSSW |
| 5.87% | 5.78% | $23.2M | 500,636 | $17.9M | 449,636 | +51,000+11.34% | Add |
| QQUALCOMM INCQCOM |
| 5.42% | 4.53% | $21.4M | 115,806 | $14.0M | 109,006 | +6,800+6.24% | Add |
 IDEX CORPIEX |
| 5.3% | 5.63% | $20.9M | 92,100 | $17.5M | 92,100 | 00.00% | Unchanged |
 FIRST SOLAR INC COMFSLR |
| 5.09% | 6.01% | $20.1M | 85,200 | $18.6M | 94,400 | -9,200-9.75% | Reduce |
| TTHERMO FISHER SCIENTIFIC INCTMO |
| 4.93% | — | $19.5M | 38,800 | $0 | 0 | +38,800 | New Buy |
 IQVIA HLDGS INCIQV |
| 4.58% | 5.15% | $18.1M | 93,500 | $15.9M | 93,500 | 00.00% | Unchanged |
| SSHOALS TECHNOLOGIES GROUP INSHLS |
| 4.42% | 6.45% | $17.4M | 1.8M | $20.0M | 3.0M | -1.3M-42.03% | Reduce |
 International Flavors & Fragrances INC Fragrans CORP COMMONIFF |
| 4.41% | 5.14% | $17.4M | 219,682 | $15.9M | 219,682 | 00.00% | Unchanged |
 AMERESCO INCAMRC |
| 3.8% | 3.86% | $15.0M | 543,525 | $12.0M | 469,525 | +74,000+15.76% | Add |
| UULTRA CLEAN HLDGS INCUCTT |
| 3.67% | 3.26% | $14.5M | 101,458 | $10.1M | 162,358 | -60,900-37.51% | Reduce |
| IICF INTL INCICFI |
| 3.56% | 3.82% | $14.1M | 192,852 | $11.8M | 181,111 | +11,741+6.48% | Add |
| FFISERV INCFISV |
| 3.2% | 4.64% | $12.6M | 257,632 | $14.4M | 257,632 | 00.00% | Unchanged |
 GENERAC HLDGS INCGNRC |
| 3.14% | 3.11% | $12.4M | 42,280 | $9.6M | 49,280 | -7,000-14.20% | Reduce |
| BBANK OF AMER CORPBAC |
| 3.08% | 3.91% | $12.2M | 213,507 | $12.1M | 248,607 | -35,100-14.12% | Reduce |
| AARRAY TECHNOLOGIES INCARRY |
| 2.5% | 3.68% | $9.9M | 1.3M | $11.4M | 1.6M | -246,686-15.64% | Reduce |
 GFL ENVIRONMENTAL INCGFL |
| 1.99% | — | $7.9M | 214,000 | $0 | 0 | +214,000 | New Buy |
 BROWN & BROWN INC COMBRO |
| 1.89% | 2.45% | $7.5M | 116,400 | $7.6M | 116,400 | 00.00% | Unchanged |
| PPRIMORIS SVCS CORPPRIM |
| 1.56% | — | $6.2M | 62,291 | $0 | 0 | +62,291 | New Buy |
 OSHKOSH CORPOSK |
| 1.24% | — | $4.9M | 31,800 | $0 | 0 | +31,800 | New Buy |
 UNITED RENTALS INCURI |
| 0.65% | 0.53% | $2.5M | 2,249 | $1.6M | 2,249 | 00.00% | Unchanged |
| HHURON CONSULTING GROUP INCHURN |
| 0.44% | — | $1.7M | 19,200 | $0 | 0 | +19,200 | New Buy |
