 HILTON WORLDWIDE HLDGS INCHLT |
| 13.46% | 14.36% | $15.8M | 47,901 | $14.6M | 47,901 | 00.00% | Unchanged |
| SSONIDA SENIOR LIVING INCSNDA |
| 9.33% | 8.55% | $11.0M | 268,793 | $8.7M | 268,793 | 00.00% | Unchanged |
| OOREILLY AUTOMOTIVE INC COMORLY |
| 7.19% | 8.02% | $8.4M | 91,745 | $8.1M | 88,145 | +3,600+4.08% | Add |
 AUTOZONE INCAZO |
| 6.79% | 7.98% | $8.0M | 2,497 | $8.1M | 2,397 | +100+4.17% | Add |
 MOODYS CORPMCO |
| 6.49% | 7.25% | $7.6M | 16,843 | $7.3M | 16,843 | 00.00% | Unchanged |
 SHERWIN WILLIAMS COSHW |
| 6.41% | 8.69% | $7.5M | 21,906 | $8.8M | 27,506 | -5,600-20.36% | Reduce |
 LINDE PLCLIN |
| 6.32% | 5.75% | $7.4M | 14,309 | $5.8M | 11,759 | +2,550+21.69% | Add |
 GE AEROSPACEGE |
| 5.93% | 7.32% | $7.0M | 18,655 | $7.4M | 26,170 | -7,515-28.72% | Reduce |
 UNION PAC CORPUNP |
| 5.6% | — | $6.6M | 24,200 | $0 | 0 | +24,200 | New Buy |
 AON PLC SHS CL AAON |
| 5.38% | 6.07% | $6.3M | 19,079 | $6.2M | 19,079 | 00.00% | Unchanged |
| MMEDLINE INC COM CL AMDLN |
| 5.23% | — | $6.2M | 156,000 | $0 | 0 | +156,000 | New Buy |
 MARTIN MARIETTA MATLS INCMLM |
| 4.63% | 5.77% | $5.4M | 9,443 | $5.9M | 9,943 | -500-5.03% | Reduce |
 HEICO CORP NEWHEI |
| 4.54% | 4.2% | $5.3M | 14,994 | $4.3M | 15,534 | -540-3.48% | Reduce |
 VULCAN MATLS COVMC |
| 4.42% | 6.04% | $5.2M | 17,625 | $6.1M | 22,504 | -4,879-21.68% | Reduce |
 HEICO CORP NEW CL AHEI |
| 4.18% | 4.02% | $4.9M | 19,067 | $4.1M | 19,326 | -259-1.34% | Reduce |
| JJANUS LIVING INCJAN |
| 4.1% | 2.46% | $4.8M | 167,694 | $2.5M | 106,000 | +61,694+58.20% | Add |
