| KKENNAMETAL INCKMT |
| 8.43% | 8.45% | $43.0M | 1.2M | $40.3M | 1.1M | +110,762+9.92% | Add |
| GGREIF INCGEF |
| 6.06% | 5.28% | $30.9M | 415,191 | $25.2M | 376,048 | +39,143+10.41% | Add |
 MSC INDL DIRECT INCMSM |
| 6.03% | 5.6% | $30.8M | 258,570 | $26.7M | 289,622 | -31,052-10.72% | Reduce |
| AAPTIV PLCAPTV |
| 5.42% | 5.19% | $27.7M | 450,892 | $24.8M | 356,746 | +94,146+26.39% | Add |
 MCGRATH RENTCORPMGRC |
| 4.99% | 0.64% | $25.5M | 210,294 | $3.0M | 27,632 | +182,662+661.05% | Add |
 FRANKLIN ELEC INC COMFELE |
| 4.92% | 2.58% | $25.1M | 234,374 | $12.3M | 133,762 | +100,612+75.22% | Add |
 PHINIA INC COMMON STOCKPHIN |
| 4.81% | 3.78% | $24.6M | 298,155 | $18.0M | 263,422 | +34,733+13.19% | Add |
 SENSATA TECHNOLOGIES HLDG PLST |
| 4.77% | 4.38% | $24.3M | 509,927 | $20.9M | 594,249 | -84,322-14.19% | Reduce |
| MMIDDLEBY CORPMIDD |
| 4.72% | — | $24.1M | 139,976 | $0 | 0 | +139,976 | New Buy |
| AAEBI SCHMIDT HLDG AGAEBI |
| 4.68% | 3.26% | $23.9M | 1.9M | $15.6M | 1.6M | +301,195+18.79% | Add |
| EESAB CORPORATIONESAB |
| 4.36% | — | $22.2M | 225,436 | $0 | 0 | +225,436 | New Buy |
| NNATIONAL PRESTO INDS INCNPK |
| 4.25% | 3.98% | $21.7M | 173,578 | $19.0M | 138,696 | +34,882+25.15% | Add |
| DDIEBOLD NIXDORF INCDBD |
| 3.77% | — | $19.2M | 226,051 | $0 | 0 | +226,051 | New Buy |
 BOISE CASCADE CO DELBCC |
| 3.5% | 3.3% | $17.9M | 230,042 | $15.8M | 208,035 | +22,007+10.58% | Add |
 ATMUS FILTRATION TECHNOLOGIEATMU |
| 3.19% | 2.69% | $16.3M | 318,986 | $12.9M | 226,439 | +92,547+40.87% | Add |
 DOLE PLCDOLE |
| 2.91% | — | $14.9M | 1.1M | $0 | 0 | +1.1M | New Buy |
 LKQ CORPLKQ |
| 2.87% | 2.87% | $14.6M | 555,563 | $13.7M | 466,795 | +88,768+19.02% | Add |
 KORNIT DIGITAL LTDKRNT |
| 2.57% | 2.25% | $13.1M | 808,444 | $10.7M | 731,318 | +77,126+10.55% | Add |
| RREGAL REXNORD CORPORATION COMRRX |
| 2.42% | — | $12.3M | 51,848 | $0 | 0 | +51,848 | New Buy |
 CORE & MAIN INCCNM |
| 2.39% | — | $12.2M | 253,259 | $0 | 0 | +253,259 | New Buy |
| ZZEBRA TECHNOLOGIES CORPORATIZBRA |
| 2.28% | — | $11.6M | 44,188 | $0 | 0 | +44,188 | New Buy |
| HHNI CORPHNI |
| 2.01% | 3.37% | $10.2M | 253,460 | $16.1M | 482,343 | -228,883-47.45% | Reduce |
| GGREIF INC CL BGEF/B |
| 1.97% | 1.83% | $10.0M | 107,379 | $8.8M | 100,011 | +7,368+7.37% | Add |
| 33D SYS CORP DELDDD |
| 1.94% | — | $9.9M | 3.3M | $0 | 0 | +3.3M | New Buy |
 TENARIS S A SPONSORED ADSTS |
| 1.46% | 3.09% | $7.4M | 134,108 | $14.7M | 253,362 | -119,254-47.07% | Reduce |
| AARXIS INCARXS |
| 1.45% | — | $7.4M | 159,914 | $0 | 0 | +159,914 | New Buy |
| VVERSIGENT PLCVGNT |
| 1.07% | — | $5.5M | 130,497 | $0 | 0 | +130,497 | New Buy |
 FULGENT GENETICS INC COMFLGT |
| 0.78% | 0.57% | $4.0M | 193,061 | $2.7M | 170,069 | +22,992+13.52% | Add |
