 AXALTA COATING SYS LTDAXTA |
| 14.02% | 15.32% | $119.6M | 3.5M | $111.0M | 4.0M | -512,639-12.79% | Reduce |
 TE CONNECTIVITY PLC ORD SHSTEL |
| 13.75% | 14.79% | $117.3M | 581,596 | $107.2M | 512,863 | +68,733+13.40% | Add |
 HARLEY DAVIDSON INC COMHOG |
| 12.54% | 5.94% | $106.9M | 4.4M | $43.1M | 2.1M | +2.2M+105.24% | Add |
| CCBRE GROUP INC CL ACBRE |
| 10.44% | 5.05% | $89.0M | 633,615 | $36.6M | 251,719 | +381,896+151.72% | Add |
 ALLISON TRANSMISSION HLDGS IALSN |
| 10.05% | 7.48% | $85.7M | 760,474 | $54.2M | 462,874 | +297,600+64.29% | Add |
 AMPHENOL CORPAPH |
| 10.04% | — | $85.6M | 485,552 | $0 | 0 | +485,552 | New Buy |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 8.93% | 10.15% | $76.2M | 159,486 | $73.6M | 217,731 | -58,245-26.75% | Reduce |
 OTIS WORLDWIDEOTIS |
| 8.24% | 9.86% | $70.3M | 981,190 | $71.5M | 927,190 | +54,000+5.82% | Add |
 VISTEON CORPVC |
| 4.79% | 7.72% | $40.8M | 411,443 | $56.0M | 614,287 | -202,844-33.02% | Reduce |
 ANALOG DEVICES INC COMADI |
| 3.93% | — | $33.5M | 84,400 | $0 | 0 | +84,400 | New Buy |
 GENERAL MTRS COGM |
| 3.28% | — | $28.0M | 362,700 | $0 | 0 | +362,700 | New Buy |
