| MMASTEC INCMTZ |
| 22.9% | 24.77% | $896.6M | 2.2M | $693.3M | 2.2M | 00.00% | Unchanged |
 FIRST SOLAR INC COMFSLR |
| 15.84% | 15.35% | $620.1M | 2.6M | $429.5M | 2.2M | +450,590+20.69% | Add |
| DDYCOM INDS INCDY |
| 13.04% | 12.22% | $510.5M | 1.0M | $342.1M | 1.0M | 00.00% | Unchanged |
| SSTMICROELECTRONICS N V NY REGISTRYSTM |
| 5.93% | 2.84% | $232.2M | 3.1M | $79.5M | 2.3M | +800,000+34.78% | Add |
 INTERNATIONAL PAPER COIP |
| 4.96% | 5.36% | $194.3M | 5.1M | $149.9M | 4.2M | +900,000+21.43% | Add |
| GGRANITE CONSTR INCSPHB |
| 4.48% | 4.75% | $175.5M | 1.1M | $133.1M | 1.1M | +200+0.02% | Add |
 JAMES HARDIE INDS PLC ORD SHSJHX |
| 3.83% | 3.8% | $149.9M | 5.7M | $106.5M | 5.6M | +102,200+1.82% | Add |
 BOEING COBA |
| 3.44% | 3.92% | $134.6M | 621,583 | $109.8M | 551,483 | +70,100+12.71% | Add |
 CEMEX SAB DE CVCX |
| 3.31% | 4.41% | $129.6M | 10.8M | $123.6M | 10.8M | 00.00% | Unchanged |
| CCENTURI HOLDINGS INCCTRI |
| 3.11% | 4.21% | $121.9M | 4.0M | $117.7M | 4.0M | 00.00% | Unchanged |
| CCRH PLCCRH |
| 3.02% | 4.04% | $118.4M | 1.1M | $113.2M | 1.1M | +30,000+2.79% | Add |
| AARRAY TECHNOLOGIES INCARRY |
| 2.44% | 3.33% | $95.5M | 12.9M | $93.2M | 12.9M | 00.00% | Unchanged |
 ADVANCED DRAIN SYS INC DELWMS |
| 1.92% | 1.81% | $75.3M | 480,000 | $50.7M | 370,000 | +110,000+29.73% | Add |
| AATKORE INCATKR |
| 1.41% | 1.53% | $55.1M | 724,106 | $42.9M | 728,206 | -4,100-0.56% | Reduce |
 LITTELFUSE INCLFUS |
| 1.4% | — | $54.6M | 120,000 | $0 | 0 | +120,000 | New Buy |
 BORGWARNER INCBWA |
| 1.36% | — | $53.3M | 802,170 | $0 | 0 | +802,170 | New Buy |
 CORE & MAIN INCCNM |
| 1.27% | 1.53% | $49.6M | 1.0M | $42.9M | 867,600 | +161,050+18.56% | Add |
| AAts Corporation. Ordinary SharesATS |
| 1.21% | 1.66% | $47.5M | 1.6M | $46.5M | 1.6M | 00.00% | Unchanged |
| WWOLFSPEED INCWOLF |
| 1.15% | 0.52% | $45.1M | 935,000 | $14.4M | 885,000 | +50,000+5.65% | Add |
| EENERSYSENS |
| 1.13% | 1.18% | $44.4M | 190,000 | $33.0M | 190,000 | 00.00% | Unchanged |
 TREX INCTREX |
| 0.7% | 0.72% | $27.5M | 550,000 | $20.0M | 550,000 | 00.00% | Unchanged |
| WWATERBRIDGE INFRASTRUCTURE LWBI |
| 0.61% | 0.67% | $24.0M | 700,000 | $18.8M | 700,000 | 00.00% | Unchanged |
 TFI INTERNATIONAL INCTFII |
| 0.53% | 0.56% | $20.8M | 145,000 | $15.8M | 145,000 | 00.00% | Unchanged |
| GGARRETT MOTION INCGTX |
| 0.46% | — | $18.1M | 500,000 | $0 | 0 | +500,000 | New Buy |
| DDPC HOLDINGS PLCDPC |
| 0.25% | — | $9.8M | 200,000 | $0 | 0 | +200,000 | New Buy |
| SSOLV ENERGY INCMWH |
| 0.22% | 0.27% | $8.5M | 250,000 | $7.5M | 250,000 | 00.00% | Unchanged |
| EEROCK INCEROC |
| 0.04% | — | $1.6M | 110,000 | $0 | 0 | +110,000 | New Buy |
| SSITEONE LANDSCAPE SUPPLY INCSITE |
| 0.01% | — | $331,789 | 2,900 | $0 | 0 | +2,900 | New Buy |
