| FFISERV INCFISV |
| 12.08% | 12.51% | $6.6M | 29,926 | $7.5M | 36,362 | -6,436-17.70% | Reduce |
 GODADDY INCGDDY |
| 10.68% | 9.09% | $5.8M | 32,427 | $5.4M | 27,497 | +4,930+17.93% | Add |
 FIDELITY NATL INFORMATION SVCS COMFIS |
| 9.99% | 6.67% | $5.5M | 73,169 | $4.0M | 49,282 | +23,887+48.47% | Add |
 BOOKING HOLDINGS INC COMBKNG |
| 9.58% | 13.38% | $5.2M | 1,137 | $8.0M | 1,608 | -471-29.29% | Reduce |
 IQVIA HLDGS INCIQV |
| 9.12% | — | $5.0M | 28,284 | $0 | 0 | +28,284 | New Buy |
 CORE & MAIN INCCNM |
| 7.18% | 10.35% | $3.9M | 81,313 | $6.2M | 121,327 | -40,014-32.98% | Reduce |
 MOLINA HEALTHCARE INCMOH |
| 6.86% | 10.2% | $3.8M | 11,391 | $6.1M | 20,913 | -9,522-45.53% | Reduce |
 HEXCEL CORP NEWHXL |
| 6.83% | 7.15% | $3.7M | 68,220 | $4.3M | 68,092 | +128+0.19% | Add |
 HUMANA INC COMHUM |
| 6.67% | 10.73% | $3.7M | 13,796 | $6.4M | 25,239 | -11,443-45.34% | Reduce |
 BRUKER CORPBRKR |
| 6.35% | — | $3.5M | 83,200 | $0 | 0 | +83,200 | New Buy |
 ASHLAND INCASH |
| 4.75% | — | $2.6M | 43,800 | $0 | 0 | +43,800 | New Buy |
 QUANTA SVCS INCPWR |
| 4.53% | — | $2.5M | 9,750 | $0 | 0 | +9,750 | New Buy |
 SENSATA TECHNOLOGIES HLDG PLST |
| 3.11% | 5.48% | $1.7M | 70,000 | $3.3M | 119,290 | -49,290-41.32% | Reduce |
 LENNAR CORPLEN |
| 2.29% | — | $1.3M | 10,900 | $0 | 0 | +10,900 | New Buy |
