 AMAZON COM INCAMZN |
| 46.53% | 6.51% | $35.0M | 146,695 | $30.6M | 146,695 | 00.00% | Unchanged |
 AIR PRODUCTS AND CHEMICALS IAPD |
| 2.75% | — | $2.1M | 7,061 | $0 | 0 | +7,061 | New Buy |
 PARKER-HANNIFIN CORPPH |
| 2.66% | 5.3% | $2.0M | 2,042 | $24.9M | 27,772 | -25,730-92.65% | Reduce |
| FFASTENAL CO COMFAST |
| 2.65% | — | $2.0M | 41,526 | $0 | 0 | +41,526 | New Buy |
 ILLINOIS TOOLITW |
| 2.65% | 5.18% | $2.0M | 7,359 | $24.3M | 93,388 | -86,029-92.12% | Reduce |
 SHERWIN WILLIAMS COSHW |
| 2.62% | 0.86% | $2.0M | 5,717 | $4.0M | 12,602 | -6,885-54.63% | Reduce |
 PACCAR INCPCAR |
| 2.6% | — | $2.0M | 16,247 | $0 | 0 | +16,247 | New Buy |
| CCRH PLCCRH |
| 2.57% | 1.49% | $1.9M | 18,080 | $7.0M | 66,272 | -48,192-72.72% | Reduce |
 OTIS WORLDWIDEOTIS |
| 2.57% | 2.88% | $1.9M | 26,993 | $13.5M | 175,425 | -148,432-84.61% | Reduce |
 CHURCH & DWIGHTCHD |
| 2.43% | — | $1.8M | 18,857 | $0 | 0 | +18,857 | New Buy |
| RRBC BEARINGS INCRBC |
| 2.42% | 3.92% | $1.8M | 2,829 | $18.4M | 33,857 | -31,028-91.64% | Reduce |
| CCBRE GROUP INC CL ACBRE |
| 2.31% | 5.13% | $1.7M | 12,378 | $24.1M | 165,622 | -153,244-92.53% | Reduce |
 EATON CORP PLCETN |
| 2.01% | 3.72% | $1.5M | 3,536 | $17.4M | 48,779 | -45,243-92.75% | Reduce |
 JOHNSON CONTROLS INTERNATIONJCI |
| 2% | — | $1.5M | 10,277 | $0 | 0 | +10,277 | New Buy |
 NVENT ELECTRIC PLCNVT |
| 1.99% | — | $1.5M | 8,838 | $0 | 0 | +8,838 | New Buy |
 TRANE TECHNOLOGIES PLCTT |
| 1.96% | 2.91% | $1.5M | 3,005 | $13.6M | 32,730 | -29,725-90.82% | Reduce |
 LENNAR CORPLEN |
| 1.85% | — | $1.4M | 15,507 | $0 | 0 | +15,507 | New Buy |
| WWATSCO INCWSO |
| 1.82% | — | $1.4M | 3,278 | $0 | 0 | +3,278 | New Buy |
 SNAP ON INCSNA |
| 1.74% | 5.2% | $1.3M | 3,242 | $24.4M | 67,092 | -63,850-95.17% | Reduce |
 AVERY DENNISON CORPAVY |
| 1.73% | — | $1.3M | 7,997 | $0 | 0 | +7,997 | New Buy |
 SMITH A O CORPAOS |
| 1.52% | 3.71% | $1.1M | 18,225 | $17.4M | 263,951 | -245,726-93.10% | Reduce |
| AAGCO CORPAGCO |
| 1.24% | — | $931,027 | 7,778 | $0 | 0 | +7,778 | New Buy |
 AXALTA COATING SYS LTDAXTA |
| 1.2% | — | $903,956 | 26,416 | $0 | 0 | +26,416 | New Buy |
 AMPHENOL CORPAPH |
| 0.97% | 3.7% | $730,494 | 4,143 | $17.3M | 137,207 | -133,064-96.98% | Reduce |
 LINCOLN ELEC HLDGS INCLECO |
| 0.9% | — | $677,051 | 2,550 | $0 | 0 | +2,550 | New Buy |
| JJBT MAREL CORPORATIONJBTM |
| 0.81% | 0.45% | $606,970 | 4,186 | $2.1M | 16,622 | -12,436-74.82% | Reduce |
 SENSATA TECHNOLOGIES HLDG PLST |
| 0.77% | 1.17% | $580,375 | 12,157 | $5.5M | 156,048 | -143,891-92.21% | Reduce |
 CUMMINS INCCMI |
| 0.77% | 0.73% | $577,700 | 810 | $3.4M | 6,352 | -5,542-87.25% | Reduce |
 EMCOR GROUP INCEME |
| 0.74% | — | $557,679 | 672 | $0 | 0 | +672 | New Buy |
 LOWES COS INC COMLOW |
| 0.45% | — | $334,483 | 1,517 | $0 | 0 | +1,517 | New Buy |
 STANLEY BLACK & DECKER INCSWK |
| 0.25% | 1.13% | $185,040 | 1,966 | $5.3M | 74,393 | -72,427-97.36% | Reduce |
 BALL CORPBALL |
| 0.16% | — | $121,992 | 1,955 | $0 | 0 | +1,955 | New Buy |
| KKENNAMETAL INCKMT |
| 0.16% | — | $117,838 | 3,362 | $0 | 0 | +3,362 | New Buy |
 BOISE CASCADE CO DELBCC |
| 0.1% | — | $73,981 | 953 | $0 | 0 | +953 | New Buy |
 VULCAN MATLS COVMC |
| 0.07% | 2.69% | $56,052 | 190 | $12.6M | 46,264 | -46,074-99.59% | Reduce |
 CATERPILLAR INCCAT |
| 0.02% | 3.77% | $15,974 | 15 | $17.7M | 24,950 | -24,935-99.94% | Reduce |
 CROWN HLDGS INCCCK |
| <0.01% | 2.24% | $3,578 | 32 | $10.5M | 104,999 | -104,967-99.97% | Reduce |
