| MMKS INC.MKSI |
| 11.91% | 9.13% | $70.9M | 159,452 | $56.3M | 245,050 | -85,598-34.93% | Reduce |
 WABTECWAB |
| 10.27% | 9.36% | $61.2M | 226,902 | $57.7M | 230,902 | -4,000-1.73% | Reduce |
 EMCOR GROUP INCEME |
| 9.89% | 8.5% | $58.9M | 71,020 | $52.4M | 71,020 | 00.00% | Unchanged |
| MMATADOR RES COMTDR |
| 6.97% | 8.55% | $41.5M | 834,308 | $52.7M | 834,308 | 00.00% | Unchanged |
| PPRIMORIS SVCS CORPPRIM |
| 6.65% | 9.26% | $39.6M | 399,443 | $57.1M | 399,443 | 00.00% | Unchanged |
| RROLLINS INC COMROL |
| 6.59% | 8.09% | $39.3M | 941,170 | $49.9M | 934,170 | +7,000+0.75% | Add |
 EXXON MOBIL CORPXOM |
| 6.57% | 7.87% | $39.1M | 286,228 | $48.6M | 286,228 | 00.00% | Unchanged |
| OONTO INNOVATION INCONTO |
| 6.49% | 4.97% | $38.7M | 102,153 | $30.6M | 149,375 | -47,222-31.61% | Reduce |
 APPLIED INDL TECHNOLOGIES INAIT |
| 5.26% | 3.99% | $31.3M | 92,698 | $24.6M | 92,698 | 00.00% | Unchanged |
| TTETRA TECH INC NEWTTEK |
| 4.4% | 4.43% | $26.2M | 907,325 | $27.3M | 907,325 | 00.00% | Unchanged |
| VVALMONT INDS INCVMI |
| 3.2% | 2.14% | $19.1M | 33,000 | $13.2M | 33,000 | 00.00% | Unchanged |
 ACI WORLDWIDE INCACIW |
| 3.05% | 2.4% | $18.1M | 360,900 | $14.8M | 360,900 | 00.00% | Unchanged |
 EURONET WORLDWIDE INCEEFT |
| 2.95% | 2.59% | $17.6M | 240,412 | $16.0M | 240,412 | 00.00% | Unchanged |
 GLOBAL PMTS INC COMGPN |
| 2.78% | 2.35% | $16.6M | 228,412 | $14.5M | 215,412 | +13,000+6.03% | Add |
 EOG RES INCEOG |
| 2.69% | 2.89% | $16.0M | 123,500 | $17.9M | 123,500 | 00.00% | Unchanged |
 THOR INDS INCTHO |
| 2.28% | 2.34% | $13.6M | 180,484 | $14.4M | 180,484 | 00.00% | Unchanged |
 AECOMACM |
| 1.81% | 1.13% | $10.8M | 154,553 | $7.0M | 82,000 | +72,553+88.48% | Add |
| AAMDOCS LTD SHSDOX |
| 1.62% | 1.51% | $9.7M | 191,228 | $9.3M | 142,675 | +48,553+34.03% | Add |
 CADENCE DESIGN SYSTEM INC COMAYI |
| 1.33% | 0.95% | $7.9M | 21,000 | $5.9M | 21,000 | 00.00% | Unchanged |
 FIDELITY NATL INFORMATION SVCS COMFIS |
| 1.28% | 1.32% | $7.6M | 196,365 | $8.2M | 173,800 | +22,565+12.98% | Add |
 VISTEON CORPVC |
| 0.94% | 0.85% | $5.6M | 56,500 | $5.2M | 57,500 | -1,000-1.74% | Reduce |
| KKORN FERRYKFY |
| 0.65% | 0.6% | $3.9M | 58,500 | $3.7M | 58,500 | 00.00% | Unchanged |
 ALAMO GROUP INCALG |
| 0.41% | 0.4% | $2.5M | 15,000 | $2.5M | 15,000 | 00.00% | Unchanged |
| TTPI COMPOSITES INC |
| <0.01% | — | $2,617 | 19,000 | $0 | 0 | +19,000 | New Buy |
