 NVENT ELECTRIC PLCNVT |
| 2.11% | 2.18% | $12.4M | 72,997 | $16.2M | 136,735 | -63,738-46.61% | Reduce |
 WW GRAINGER INCGWW |
| 2.08% | 2.01% | $12.2M | 8,975 | $14.9M | 13,644 | -4,669-34.22% | Reduce |
| RRB GLOBAL INCRBA |
| 2.07% | 1.85% | $12.1M | 104,237 | $13.7M | 142,918 | -38,681-27.07% | Reduce |
 EATON CORP PLCETN |
| 2.05% | 1.99% | $12.0M | 28,203 | $14.7M | 41,218 | -13,015-31.58% | Reduce |
 CURTISS WRIGHT CORPCW |
| 2.04% | 2.14% | $11.9M | 15,755 | $15.9M | 23,319 | -7,564-32.44% | Reduce |
 TELEDYNE TECHNOLOGIES INCTDY |
| 1.99% | 1.95% | $11.6M | 17,466 | $14.5M | 23,897 | -6,431-26.91% | Reduce |
| ZZEBRA TECHNOLOGIES CORPORATIZBRA |
| 1.98% | — | $11.6M | 44,108 | $0 | 0 | +44,108 | New Buy |
 TEXAS ROADHOUSE INC CLASS ATXRH |
| 1.98% | 1.82% | $11.6M | 60,089 | $13.5M | 81,579 | -21,490-26.34% | Reduce |
 AMETEK INC COMAME |
| 1.97% | 1.95% | $11.6M | 47,831 | $14.4M | 67,346 | -19,515-28.98% | Reduce |
 GALLAGHER ARTHUR J & CO COMAJG |
| 1.95% | 1.83% | $11.4M | 49,796 | $13.5M | 62,501 | -12,705-20.33% | Reduce |
 FRANKLIN ELEC INC COMFELE |
| 1.95% | 1.88% | $11.4M | 106,439 | $13.9M | 150,701 | -44,262-29.37% | Reduce |
 VISA INCV |
| 1.94% | 1.85% | $11.4M | 33,088 | $13.7M | 45,356 | -12,268-27.05% | Reduce |
 IQVIA HLDGS INCIQV |
| 1.93% | 1.83% | $11.3M | 58,673 | $13.6M | 79,596 | -20,923-26.29% | Reduce |
 DARDEN RESTAURANTS INCDRI |
| 1.92% | 1.86% | $11.3M | 54,634 | $13.7M | 70,123 | -15,489-22.09% | Reduce |
 GENERAL DYNAMICS CORPGD |
| 1.91% | 1.99% | $11.2M | 31,698 | $14.8M | 43,037 | -11,339-26.35% | Reduce |
 PRIMERICA INCPRI |
| 1.9% | 1.92% | $11.1M | 39,223 | $14.2M | 56,681 | -17,458-30.80% | Reduce |
 BROWN & BROWN INC COMBRO |
| 1.89% | 1.71% | $11.1M | 173,245 | $12.6M | 193,695 | -20,450-10.56% | Reduce |
 TJX COS INC NEWTJX |
| 1.89% | 2.2% | $11.1M | 73,045 | $16.3M | 101,996 | -28,951-28.38% | Reduce |
 REPUBLIC SVCS INCRSG |
| 1.88% | 1.96% | $11.0M | 51,835 | $14.5M | 66,417 | -14,582-21.96% | Reduce |
 INGERSOLL RAND INC COMIR |
| 1.88% | 1.67% | $11.0M | 134,248 | $12.4M | 154,805 | -20,557-13.28% | Reduce |
 STRYKER CORPORATIONSYK |
| 1.86% | 1.78% | $10.9M | 34,664 | $13.1M | 39,956 | -5,292-13.24% | Reduce |
 ITT INCITT |
| 1.86% | 2.04% | $10.9M | 55,164 | $15.1M | 79,271 | -24,107-30.41% | Reduce |
 JACOBS SOLUTIONS INCJ |
| 1.85% | 1.82% | $10.8M | 86,016 | $13.5M | 106,137 | -20,121-18.96% | Reduce |
 CARLISLE COS INCCSL |
| 1.84% | 1.71% | $10.8M | 29,788 | $12.7M | 37,986 | -8,198-21.58% | Reduce |
 EMCOR GROUP INCEME |
| 1.82% | 2.07% | $10.7M | 12,867 | $15.3M | 20,762 | -7,895-38.03% | Reduce |
 AUTOMATIC DATA PROCESSING INADP |
| 1.81% | 1.72% | $10.6M | 47,210 | $12.7M | 62,334 | -15,124-24.26% | Reduce |
| WWATSCO INCWSO |
| 1.8% | 1.71% | $10.6M | 25,317 | $12.6M | 34,761 | -9,444-27.17% | Reduce |
| DDECKERS OUTDOOR CORPSGVT |
| 1.8% | 1.78% | $10.5M | 106,069 | $13.2M | 131,746 | -25,677-19.49% | Reduce |
 SERVICENOW INCNOW |
| 1.78% | — | $10.5M | 105,371 | $0 | 0 | +105,371 | New Buy |
| AAlphabet Inc Class CGOOG |
| 1.77% | 1.93% | $10.4M | 29,385 | $14.3M | 49,719 | -20,334-40.90% | Reduce |
| SSAIA INCSAIA |
| 1.77% | 1.88% | $10.4M | 24,637 | $13.9M | 39,606 | -14,969-37.79% | Reduce |
| MMARSH & MCLENNAN COS INC COMMRSH |
| 1.76% | 1.84% | $10.3M | 62,053 | $13.6M | 78,427 | -16,374-20.88% | Reduce |
 AIR PRODUCTS AND CHEMICALS IAPD |
| 1.76% | 2.02% | $10.3M | 35,204 | $14.9M | 51,401 | -16,197-31.51% | Reduce |
 STERIS PLCSTE |
| 1.74% | 1.74% | $10.2M | 48,335 | $12.9M | 58,320 | -9,985-17.12% | Reduce |
| CCIGNA GROUPLIBD |
| 1.73% | 1.8% | $10.2M | 36,847 | $13.3M | 49,892 | -13,045-26.15% | Reduce |
| FFACTSET RESH SYS INCFDS |
| 1.72% | 1.56% | $10.1M | 43,929 | $11.5M | 53,212 | -9,283-17.45% | Reduce |
 ALCON AG ORD SHSALC |
| 1.72% | 1.74% | $10.1M | 150,377 | $12.9M | 171,079 | -20,702-12.10% | Reduce |
| CCACI INTL INCCACI |
| 1.69% | 1.89% | $9.9M | 21,436 | $14.0M | 25,753 | -4,317-16.76% | Reduce |
 ROPER TECHNOLOGIES INCROP |
| 1.69% | 1.99% | $9.9M | 29,295 | $14.7M | 41,657 | -12,362-29.68% | Reduce |
 TRACTOR SUPPLY CO COMTSCO |
| 1.69% | 1.67% | $9.9M | 313,542 | $12.4M | 273,447 | +40,095+14.66% | Add |
 GRACO INCGGG |
| 1.68% | 1.81% | $9.9M | 130,626 | $13.4M | 158,049 | -27,423-17.35% | Reduce |
 CENTENE CORP DEL COMCNC |
| 1.68% | — | $9.8M | 153,171 | $0 | 0 | +153,171 | New Buy |
 AECOMACM |
| 1.59% | — | $9.3M | 133,732 | $0 | 0 | +133,732 | New Buy |
| FFTI CONSULTING INCFCN |
| 1.58% | 2.05% | $9.2M | 62,026 | $15.2M | 85,856 | -23,830-27.76% | Reduce |
| SSS&C TECH HLDGSSSNC |
| 1.57% | 1.74% | $9.2M | 148,207 | $12.9M | 190,888 | -42,681-22.36% | Reduce |
 BROADRIDGE FINL SOLUTIONS INBR |
| 1.56% | 1.69% | $9.1M | 66,426 | $12.5M | 76,849 | -10,423-13.56% | Reduce |
| FFISERV INCFISV |
| 1.5% | 1.69% | $8.8M | 178,797 | $12.5M | 224,675 | -45,878-20.42% | Reduce |
 INTERCONTINENTAL EXCHANGE INC COMICE |
| 1.45% | 1.98% | $8.5M | 68,955 | $14.6M | 93,054 | -24,099-25.90% | Reduce |
 BOSTON SCIENTIFIC CORP COMBSX |
| 1.41% | — | $8.3M | 193,882 | $0 | 0 | +193,882 | New Buy |
 LEIDOS HOLDINGS INC COMLDOS |
| 1.4% | 1.84% | $8.2M | 79,837 | $13.6M | 87,529 | -7,692-8.79% | Reduce |
