 ARAMARKARMK |
| 5.28% | 5.46% | $371.0M | 6.5M | $429.2M | 10.6M | -4.1M-38.42% | Reduce |
 BOOKING HOLDINGS INC COMBKNG |
| 4.71% | 5.03% | $331.2M | 1.9M | $395.4M | 93,911 | +1.8M+1,878.67% | Add |
| IINSIGHT ENTERPRISES INCNSIT |
| 3.81% | 1.6% | $267.7M | 2.2M | $125.7M | 1.9M | +322,244+17.18% | Add |
 SCHWAB CHARLES CORPSCHW |
| 3.01% | 4.14% | $211.8M | 2.3M | $325.7M | 3.5M | -1.2M-33.75% | Reduce |
| VVALVOLINE INC COMVVV |
| 2.88% | 2.07% | $202.5M | 5.1M | $162.6M | 4.8M | +293,406+6.08% | Add |
| HHAYWARD HLDGS INCHAYW |
| 2.88% | 1.49% | $202.3M | 11.7M | $116.9M | 8.7M | +2.9M+33.70% | Add |
 FERGUSON ENTERPRISES INCFERG |
| 2.85% | 3.97% | $200.5M | 844,907 | $311.9M | 1.3M | -492,425-36.82% | Reduce |
 CDW CORPCDW |
| 2.79% | 2.22% | $196.0M | 1.4M | $174.7M | 1.4M | -49,551-3.43% | Reduce |
 ONEMAIN HLDGS INCOMF |
| 2.67% | 1.82% | $187.8M | 3.1M | $143.5M | 2.7M | +397,247+14.80% | Add |
| ZZIONS BANCORPORATION NATL ASZION |
| 2.55% | 2.04% | $179.3M | 2.6M | $160.6M | 2.8M | -196,700-7.06% | Reduce |
 APTARGROUP INCATR |
| 2.54% | 2.01% | $178.3M | 1.4M | $157.8M | 1.3M | +171,433+13.69% | Add |
| GGATES INDL CORP LTD COM SHS |
| 2.46% | — | $173.1M | 6.2M | $0 | 0 | +6.2M | New Buy |
 CARLISLE COS INCCSL |
| 2.31% | 2.09% | $162.5M | 447,968 | $164.7M | 493,744 | -45,776-9.27% | Reduce |
 CAVCO INDS INC DELCVCO |
| 2.19% | 1.65% | $153.7M | 250,135 | $129.6M | 267,514 | -17,379-6.50% | Reduce |
 MUELLER WTR PRODS INCMWA |
| 2.17% | 1.45% | $152.4M | 5.9M | $114.3M | 4.2M | +1.7M+42.01% | Add |
 AVERY DENNISON CORPAVY |
| 2.16% | 2.75% | $151.9M | 935,794 | $216.3M | 1.3M | -316,735-25.29% | Reduce |
 PRIMERICA INCPRI |
| 2.16% | 2.2% | $151.8M | 534,226 | $173.3M | 692,022 | -157,796-22.80% | Reduce |
 SCHEIN HENRY INCHSIC |
| 2.16% | 1.83% | $151.8M | 1.8M | $144.0M | 2.0M | -136,730-7.00% | Reduce |
 CAPITAL ONE FINL CORPCOF |
| 2.15% | 1.36% | $151.2M | 753,703 | $106.9M | 585,777 | +167,926+28.67% | Add |
| FFTI CONSULTING INCFCN |
| 2.03% | 1.85% | $142.7M | 957,952 | $145.6M | 823,713 | +134,239+16.30% | Add |
 CARRIER GLOBALCARR |
| 2.01% | 2.55% | $141.1M | 1.9M | $200.9M | 3.6M | -1.6M-46.08% | Reduce |
 WHITE MTNS INS GROUP LTDWTM |
| 1.96% | 2.38% | $138.0M | 66,550 | $186.9M | 85,066 | -18,516-21.77% | Reduce |
 LOUISIANA PAC CORPLPX |
| 1.96% | 1.17% | $137.7M | 1.8M | $92.1M | 1.3M | +485,722+38.38% | Add |
 UNITEDHEALTH GROUP INCUNH |
| 1.93% | 1.23% | $135.5M | 325,962 | $96.9M | 357,951 | -31,989-8.94% | Reduce |
 MASCO CORPMAS |
| 1.81% | 1.82% | $127.2M | 1.6M | $143.0M | 2.4M | -805,912-34.02% | Reduce |
| BBECTON DICKINSON & CO COMBDX |
| 1.79% | 2.48% | $125.9M | 831,781 | $194.9M | 1.2M | -407,971-32.91% | Reduce |
 HOULIHAN LOKEY INCHLI |
| 1.79% | 1.47% | $125.9M | 938,411 | $115.4M | 803,572 | +134,839+16.78% | Add |
 MSA SAFETY INCMSA |
| 1.77% | 1.42% | $124.6M | 713,768 | $111.3M | 678,986 | +34,782+5.12% | Add |
 ISHARES MBSACGL |
| 1.69% | 1.78% | $118.9M | 1.2M | $140.3M | 1.5M | -235,870-16.14% | Reduce |
| HHURON CONSULTING GROUP INCHURN |
| 1.66% | 1.46% | $116.6M | 1.3M | $115.2M | 903,400 | +389,904+43.16% | Add |
| SSUNBELT RENTALS HOLDINGS INC SHSSUN |
| 1.65% | 1.59% | $116.2M | 1.6M | $125.1M | 1.9M | -367,941-19.15% | Reduce |
 DONALDSON INCDCI |
| 1.63% | 1.54% | $114.8M | 1.3M | $121.1M | 1.4M | -147,283-10.33% | Reduce |
| CCBRE GROUP INC CL ACBRE |
| 1.61% | 1.91% | $112.9M | 803,654 | $150.1M | 1.0M | -229,365-22.20% | Reduce |
 PROGRESSIVE CORPPGR |
| 1.6% | 1.46% | $112.2M | 513,457 | $114.9M | 579,706 | -66,249-11.43% | Reduce |
 CORE & MAIN INCCNM |
| 1.58% | 1.56% | $111.4M | 2.3M | $122.6M | 2.5M | -173,921-7.01% | Reduce |
| UUNILEVER PLC SPON ADR NEWUL |
| 1.53% | 1.66% | $107.4M | 1.8M | $130.7M | 2.3M | -508,279-22.15% | Reduce |
 ACCENTURE PLC IRELANDACN |
| 1.51% | — | $106.4M | 855,060 | $0 | 0 | +855,060 | New Buy |
| FFORTUNE BRANDS INNOVATIONS IFBIN |
| 1.51% | 1.03% | $105.9M | 1.9M | $80.8M | 2.1M | -144,200-6.96% | Reduce |
| PPNC FINL SVCS GROUP INC COMVXF |
| 1.5% | 1.68% | $105.2M | 427,245 | $132.4M | 636,078 | -208,833-32.83% | Reduce |
 QUEST DIAGNOSTICS INCDGX |
| 1.46% | 1.8% | $102.5M | 483,557 | $141.3M | 720,986 | -237,429-32.93% | Reduce |
 KONINKLIJKE PHILIPS N V NY REGIS SHS NEWPHG |
| 1.34% | 1.73% | $94.1M | 3.5M | $136.4M | 5.0M | -1.5M-30.48% | Reduce |
 BJS WHSL CLUB HLDGS INCBJ |
| 1.23% | 0.86% | $86.2M | 988,158 | $67.9M | 689,400 | +298,758+43.34% | Add |
 DOLLAR TREE INCDLTR |
| 1.22% | 1.49% | $85.6M | 707,327 | $116.9M | 1.1M | -359,986-33.73% | Reduce |
 SIMPSON MFG INCSSD |
| 1.21% | 0.95% | $84.7M | 404,809 | $74.5M | 434,209 | -29,400-6.77% | Reduce |
| RRYANAIR HOLDINGS PLC SPONSORED ADRRYAAY |
| 1.18% | 1.06% | $83.3M | 1.3M | $83.3M | 1.4M | -156,063-10.82% | Reduce |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 1.02% | 1.86% | $71.7M | 143,322 | $146.0M | 304,648 | -161,326-52.95% | Reduce |
 FRESENIUS MEDICAL CARE AG SPONSORED ADRFMS |
| 0.94% | 1.28% | $66.4M | 2.9M | $100.7M | 4.5M | -1.5M-34.16% | Reduce |
| AALLIANCE LAUNDRY HLDGS INCALH |
| 0.84% | — | $59.2M | 2.2M | $0 | 0 | +2.2M | New Buy |
| RROBERT HALF INC.RHI |
| 0.66% | 0.55% | $46.7M | 1.5M | $43.4M | 1.7M | -186,610-10.92% | Reduce |
 FIRSTCASH HOLDINGS INCFCFS |
| 0.58% | 2.18% | $41.0M | 189,663 | $171.5M | 912,051 | -722,388-79.20% | Reduce |
