| WWILLIS TOWERS WATSON PLC LTDWTW |
| 19.44% | 16.15% | $23.2M | 67,265 | $20.6M | 67,265 | 00.00% | Unchanged |
 FIRST AMERN FINL CORPFAF |
| 10.61% | 7.55% | $12.7M | 197,448 | $9.6M | 156,948 | +40,500+25.80% | Add |
 US FOODS HLDG CORPUSFD |
| 10.25% | 11.29% | $12.3M | 159,969 | $14.4M | 187,169 | -27,200-14.53% | Reduce |
 IQVIA HLDGS INCIQV |
| 9.87% | 7.66% | $11.8M | 62,100 | $9.8M | 62,100 | 00.00% | Unchanged |
 AON PLC SHS CL AAON |
| 9.64% | 7.1% | $11.5M | 32,300 | $9.1M | 25,400 | +6,900+27.17% | Add |
| VVALVOLINE INC COMVVV |
| 8.56% | 6.54% | $10.2M | 285,000 | $8.4M | 220,500 | +64,500+29.25% | Add |
 ACADIA HEALTHCARE COMPANY INACHC |
| 7.8% | 5.9% | $9.3M | 376,485 | $7.5M | 332,300 | +44,185+13.30% | Add |
 AERCAP HOLDINGS NV SHSAER |
| 6.04% | 8.89% | $7.2M | 59,661 | $11.3M | 96,985 | -37,324-38.48% | Reduce |
 COMCAST CORP NEW CL ACMCSA |
| 5.46% | 5.81% | $6.5M | 207,806 | $7.4M | 207,806 | 00.00% | Unchanged |
 FRONTDOOR INCFTDR |
| 5.26% | 8.52% | $6.3M | 93,377 | $10.9M | 184,600 | -91,223-49.42% | Reduce |
| FFISERV INCFISV |
| 4.43% | 5.54% | $5.3M | 41,042 | $7.1M | 41,042 | 00.00% | Unchanged |
| MMISTER CAR WASH INC COM |
| 2.64% | 2.79% | $3.2M | 592,583 | $3.6M | 592,583 | 00.00% | Unchanged |
