 CAPITAL ONE FINL CORPCOF |
| 14.91% | 13.68% | $178.0M | 887,221 | $149.6M | 819,826 | +67,395+8.22% | Add |
| DDOORDASH INCDASH |
| 14.83% | 9.32% | $177.0M | 959,268 | $101.9M | 678,400 | +280,868+41.40% | Add |
 GXO LOGISTICS INCORPORATEDGXO |
| 12.12% | 9.43% | $144.7M | 2.9M | $103.1M | 2.0M | +864,734+43.49% | Add |
| HHCI GROUP INCHCI |
| 10.14% | 8.21% | $121.1M | 690,749 | $89.7M | 580,268 | +110,481+19.04% | Add |
| AAMCOR PLCAMCR |
| 9.02% | 9.03% | $107.7M | 2.5M | $98.7M | 2.5M | 00.00% | Unchanged |
| MMEDLINE INC COM CL AMDLN |
| 8.05% | 2.86% | $96.1M | 2.4M | $31.3M | 703,137 | +1.7M+246.40% | Add |
 TD SYNNEX CORPORATIONSNX |
| 6.8% | 9.31% | $81.1M | 303,514 | $101.8M | 603,506 | -299,992-49.71% | Reduce |
| RREINSURANCE GROUP AMER INCRGA |
| 6.19% | 5.45% | $73.9M | 347,359 | $59.6M | 291,817 | +55,542+19.03% | Add |
 STRIDE INCLRN |
| 5.42% | 6.05% | $64.7M | 750,166 | $66.1M | 750,166 | 00.00% | Unchanged |
| TTENET HEALTHCARE CORPTHC |
| 3.83% | — | $45.7M | 244,118 | $0 | 0 | +244,118 | New Buy |
| UUNIVERSAL HLTH SVCS INCUHS |
| 3.3% | 2.77% | $39.4M | 264,994 | $30.3M | 169,140 | +95,854+56.67% | Add |
 SYNCHRONY FINANCIAL COMSYF |
| 2.52% | 3.2% | $30.0M | 395,023 | $35.0M | 515,023 | -120,000-23.30% | Reduce |
 ACADIA HEALTHCARE COMPANY INACHC |
| 1.6% | 11.11% | $19.1M | 647,006 | $121.5M | 5.2M | -4.5M-87.54% | Reduce |
 ICON PUB LTD COICLR |
| 0.9% | — | $10.8M | 61,900 | $0 | 0 | +61,900 | New Buy |
 ARROW ELECTRS INCARW |
| 0.37% | — | $4.4M | 20,587 | $0 | 0 | +20,587 | New Buy |
