 CISCO SYS INCCSCO |
| 5.16% | 3.89% | $37.5M | 319,224 | $23.4M | 301,042 | +18,182+6.04% | Add |
 KEURIG DR PEPPER INC COMKDP |
| 4.95% | 4.54% | $35.9M | 1.1M | $27.2M | 1.0M | +63,646+6.15% | Add |
| SSOLVENTUM CORP COM SHSSOLV |
| 4.6% | 3.4% | $33.4M | 433,128 | $20.4M | 312,776 | +120,352+38.48% | Add |
 SCHEIN HENRY INCHSIC |
| 4.6% | 4.63% | $33.4M | 399,954 | $27.8M | 377,411 | +22,543+5.97% | Add |
 CARDINAL HEALTH INCCAH |
| 3.96% | 4.02% | $28.8M | 121,090 | $24.1M | 114,162 | +6,928+6.07% | Add |
 UNITED PARCEL SVCS INCUPS |
| 3.86% | 4.35% | $28.1M | 260,994 | $26.1M | 265,658 | -4,664-1.76% | Reduce |
| OOPENLANE INCOPLN |
| 3.8% | 4.16% | $27.6M | 668,706 | $25.0M | 857,029 | -188,323-21.97% | Reduce |
 AMAZON COM INCAMZN |
| 3.7% | 3.68% | $26.9M | 112,671 | $22.1M | 106,230 | +6,441+6.06% | Add |
| SSANMINA CORPSANM |
| 3.62% | 2.12% | $26.3M | 104,055 | $12.7M | 98,107 | +5,948+6.06% | Add |
 ROCKET COS INC COM CL ARKT |
| 3.56% | 3.67% | $25.8M | 1.6M | $22.0M | 1.5M | +95,271+6.17% | Add |
 GLOBAL PMTS INC COMGPN |
| 3.26% | 3.45% | $23.7M | 326,833 | $20.7M | 308,122 | +18,711+6.07% | Add |
| BBECTON DICKINSON & CO COMBDX |
| 3.25% | 3.85% | $23.6M | 156,130 | $23.1M | 147,068 | +9,062+6.16% | Add |
 DISNEY WALT CODIS |
| 3.06% | 3.5% | $22.2M | 231,050 | $21.0M | 218,009 | +13,041+5.98% | Add |
 COMMUNITY TR BANCORP INCCTBI |
| 2.99% | 2.86% | $21.7M | 300,504 | $17.2M | 283,116 | +17,388+6.14% | Add |
 RTX CORPORATIONRTX |
| 2.99% | 2.96% | $21.7M | 114,561 | $17.8M | 92,239 | +22,322+24.20% | Add |
| HHNI CORPHNI |
| 2.98% | 3.05% | $21.7M | 536,672 | $18.3M | 547,715 | -11,043-2.02% | Reduce |
| KKBR INCKBR |
| 2.69% | 3.59% | $19.6M | 566,594 | $21.5M | 584,372 | -17,778-3.04% | Reduce |
 LKQ CORPLKQ |
| 2.64% | 2.01% | $19.2M | 729,538 | $12.1M | 410,447 | +319,091+77.74% | Add |
 MSC INDL DIRECT INCMSM |
| 2.64% | 2.63% | $19.2M | 161,417 | $15.8M | 171,195 | -9,778-5.71% | Reduce |
| EEVERUS CONSTR GROUPECG |
| 2.64% | 2.43% | $19.2M | 115,437 | $14.6M | 123,336 | -7,899-6.40% | Reduce |
 COPART INC COMCPRT |
| 2.54% | — | $18.5M | 654,606 | $0 | 0 | +654,606 | New Buy |
 COLUMBIA BKG SYS INCCOLB |
| 2.51% | 2.45% | $18.2M | 569,183 | $14.7M | 537,258 | +31,925+5.94% | Add |
| WWEX INCWEX |
| 2.47% | 2.35% | $17.9M | 127,062 | $14.1M | 92,257 | +34,805+37.73% | Add |
 SALESFORCE INCCRM |
| 2.44% | — | $17.7M | 113,078 | $0 | 0 | +113,078 | New Buy |
| CCHEMED CORP NEWCHE |
| 2.38% | 1.69% | $17.3M | 37,099 | $10.2M | 26,873 | +10,226+38.05% | Add |
| GGLACIER BANCORP INC NEWGBCI |
| 2.32% | 3.35% | $16.9M | 327,403 | $20.1M | 450,448 | -123,045-27.32% | Reduce |
 JOHNSON & JOHNSONJNJ |
| 2.31% | 2.98% | $16.8M | 66,091 | $17.9M | 73,244 | -7,153-9.77% | Reduce |
| EEBAY INC. COMEBAY |
| 2.28% | 2.12% | $16.6M | 148,361 | $12.7M | 139,865 | +8,496+6.07% | Add |
 EVERTEC INCEVTC |
| 2.24% | 2.59% | $16.2M | 584,685 | $15.6M | 551,921 | +32,764+5.94% | Add |
 NIKE INCNKE |
| 2.06% | 3.02% | $14.9M | 363,889 | $18.1M | 343,045 | +20,844+6.08% | Add |
 REYNOLDS CONSUMER PRODS INCREYN |
| 2.05% | 2.9% | $14.9M | 555,713 | $17.4M | 821,432 | -265,719-32.35% | Reduce |
| DDELEK US HLDGS INC NEWDK |
| 1.72% | 1.75% | $12.5M | 246,497 | $10.5M | 232,636 | +13,861+5.96% | Add |
 PHOTRONICS INCPLAB |
| 1.01% | 0.11% | $7.3M | 225,085 | $671,897 | 16,627 | +208,458+1,253.73% | Add |
| CCHIRON REAL ESTATE INC COM NEWXRN |
| 0.1% | 0.08% | $707,327 | 18,852 | $491,286 | 14,851 | +4,001+26.94% | Add |
| OOCTAVE SPECIALTY GROUP INC COM NEWOSG |
| 0.09% | — | $671,898 | 107,676 | $0 | 0 | +107,676 | New Buy |
 IES HOLDINGS INCIESC |
| 0.08% | 0.11% | $595,809 | 811 | $650,858 | 1,366 | -555-40.63% | Reduce |
 KORNIT DIGITAL LTDKRNT |
| 0.08% | 0.09% | $586,121 | 36,069 | $515,460 | 35,161 | +908+2.58% | Add |
 HANCOCK WHITNEY CORPORATIONHWC |
| 0.07% | 0.07% | $514,298 | 6,883 | $429,487 | 6,754 | +129+1.91% | Add |
| CCORE NATURAL RESOURCES INCCNR |
| 0.07% | 0.12% | $500,925 | 6,260 | $725,360 | 6,926 | -666-9.62% | Reduce |
| BBLOOMIN BRANDS INCBLMN |
| 0.06% | 0.04% | $459,523 | 50,276 | $266,463 | 49,345 | +931+1.89% | Add |
| AAMC GLOBAL MEDIA INC CL AAMCX |
| 0.06% | 0.05% | $447,393 | 44,829 | $298,733 | 43,996 | +833+1.89% | Add |
 WORTHINGTON ENTERPRISES INCWOR |
| 0.06% | 0.07% | $433,306 | 8,060 | $412,271 | 7,907 | +153+1.93% | Add |
| DDOUGLAS ELLIMAN INCDOUG |
| 0.04% | 0.04% | $285,745 | 161,438 | $259,969 | 158,518 | +2,920+1.84% | Add |
