 SEAGATE TECHNOLOGY HLDNGS PLSTX |
| 15.56% | 10.08% | $109.7M | 113,669 | $47.8M | 122,125 | -8,456-6.92% | Reduce |
 SENSIENT TECHNOLOGIES CORPSXT |
| 9.87% | 10.06% | $69.6M | 564,209 | $47.8M | 552,429 | +11,780+2.13% | Add |
| TTTM TECHNOLOGIES INCTTMI |
| 7.68% | 4.61% | $54.1M | 289,248 | $21.9M | 224,481 | +64,767+28.85% | Add |
| CC H ROBINSON WORLDWIDE INCHRW |
| 6.16% | 3.82% | $43.4M | 230,439 | $18.2M | 109,293 | +121,146+110.85% | Add |
 WOODWARD INCWWD |
| 6.1% | 2.92% | $43.0M | 101,026 | $13.9M | 38,752 | +62,274+160.70% | Add |
 FERGUSON ENTERPRISES INCFERG |
| 5.63% | 5.06% | $39.7M | 167,309 | $24.0M | 103,063 | +64,246+62.34% | Add |
 WESTERN DIGITAL CORPWDC |
| 4.89% | 6.59% | $34.5M | 54,000 | $31.3M | 115,665 | -61,665-53.31% | Reduce |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 4.72% | — | $33.3M | 69,725 | $0 | 0 | +69,725 | New Buy |
| CCIPHER DIGITAL INCCIFR |
| 4.32% | — | $30.4M | 1.2M | $0 | 0 | +1.2M | New Buy |
| VVISHAY INTERTECHNOLOGY INCVSH |
| 4.26% | — | $30.0M | 558,209 | $0 | 0 | +558,209 | New Buy |
 FLOOR & DECOR HLDGS INCFND |
| 3.82% | 4.82% | $26.9M | 453,890 | $22.9M | 450,650 | +3,240+0.72% | Add |
| RRENTOKIL INITIAL PLCRTO |
| 3.73% | 5.26% | $26.3M | 919,926 | $25.0M | 793,454 | +126,472+15.94% | Add |
 ARROW ELECTRS INCARW |
| 3.49% | — | $24.6M | 115,096 | $0 | 0 | +115,096 | New Buy |
 WATERS CORPWAT |
| 3.48% | — | $24.6M | 65,467 | $0 | 0 | +65,467 | New Buy |
 ADVANCE AUTO PARTS INCAAP |
| 3.09% | — | $21.8M | 350,000 | $0 | 0 | +350,000 | New Buy |
 SITIME CORPSITM |
| 2.98% | — | $21.0M | 28,191 | $0 | 0 | +28,191 | New Buy |
 SPOTIFY TECHNOLOGY S A SHSSPOT |
| 2.91% | 6.52% | $20.5M | 44,604 | $31.0M | 63,868 | -19,264-30.16% | Reduce |
 TREX INCTREX |
| 2.86% | — | $20.2M | 403,273 | $0 | 0 | +403,273 | New Buy |
| SSITEONE LANDSCAPE SUPPLY INCSITE |
| 2.78% | 3.92% | $19.6M | 171,191 | $18.6M | 139,702 | +31,489+22.54% | Add |
| HHUT 8 CORPHUT |
| 1.66% | — | $11.7M | 101,121 | $0 | 0 | +101,121 | New Buy |
