 JOHNSON CONTROLS INTERNATIONJCI |
| 11.02% | 9.75% | $11.4M | 78,126 | $9.2M | 70,600 | +7,526+10.66% | Add |
 3M CO COMMMM |
| 10.03% | 9.15% | $10.4M | 64,191 | $8.7M | 59,691 | +4,500+7.54% | Add |
 MATCH GROUP INC NEWMTCH |
| 9.47% | 7.77% | $9.8M | 257,922 | $7.4M | 239,912 | +18,010+7.51% | Add |
 IQVIA HLDGS INCIQV |
| 9.22% | 8.91% | $9.6M | 49,433 | $8.4M | 49,536 | -103-0.21% | Reduce |
 ARAMARKARMK |
| 8.69% | 7.62% | $9.0M | 158,335 | $7.2M | 178,135 | -19,800-11.12% | Reduce |
 UNITEDHEALTH GROUP INCUNH |
| 6.89% | — | $7.1M | 17,179 | $0 | 0 | +17,179 | New Buy |
 US FOODS HLDG CORPUSFD |
| 6.81% | 8.05% | $7.1M | 69,027 | $7.6M | 82,792 | -13,765-16.63% | Reduce |
 GILDAN ACTIVEWEAR INCGIL |
| 5.46% | 5.84% | $5.7M | 109,548 | $5.5M | 99,540 | +10,008+10.05% | Add |
| VVICTORIAS SECRETVSXY |
| 5.27% | 5.63% | $5.5M | 65,384 | $5.3M | 115,023 | -49,639-43.16% | Reduce |
 SOTERA HEALTH COSHC |
| 5.25% | — | $5.4M | 306,553 | $0 | 0 | +306,553 | New Buy |
| TTALEN ENERGY CORPTLN |
| 5.2% | 3.96% | $5.4M | 14,016 | $3.8M | 11,764 | +2,252+19.14% | Add |
 COHERENT CORPCOHR |
| 4.66% | 8.99% | $4.8M | 12,241 | $8.5M | 35,755 | -23,514-65.76% | Reduce |
| AAPI GROUP CORP COM STKAPG |
| 3.91% | 3.69% | $4.1M | 95,689 | $3.5M | 86,389 | +9,300+10.77% | Add |
| AAlphabet Inc Class CGOOG |
| 3.15% | 2.99% | $3.3M | 9,244 | $2.8M | 9,884 | -640-6.48% | Reduce |
 TAIWAN SEMICONDUCTOR MANUFACTSM |
| 2.54% | — | $2.6M | 5,520 | $0 | 0 | +5,520 | New Buy |
 NVIDIA CORPORATIONNVDA |
| 2.43% | — | $2.5M | 12,600 | $0 | 0 | +12,600 | New Buy |
