 BOYD GAMING CORPBYD |
| 9.5% | 11.13% | $10.4M | 117,800 | $10.3M | 125,875 | -8,075-6.42% | Reduce |
| AAMCOR PLCAMCR |
| 8.39% | 9.53% | $9.2M | 211,940 | $8.9M | 222,840 | -10,900-4.89% | Reduce |
 CROWN HLDGS INCCCK |
| 6.19% | 6.07% | $6.8M | 60,587 | $5.6M | 56,337 | +4,250+7.54% | Add |
| LLEGGETT & PLATT INCLP1 |
| 5.58% | 4.85% | $6.1M | 521,501 | $4.5M | 456,501 | +65,000+14.24% | Add |
 DINE BRANDS GLOBAL INC COMDIN |
| 5.52% | 5.99% | $6.0M | 168,250 | $5.6M | 212,400 | -44,150-20.79% | Reduce |
 GRAPHIC PACKAGING HLDG COGPK |
| 5.43% | 6.19% | $5.9M | 562,206 | $5.8M | 579,206 | -17,000-2.94% | Reduce |
 ASBURY AUTOMOTIVE GROUP INCABG |
| 5.05% | 5.5% | $5.5M | 27,508 | $5.1M | 26,158 | +1,350+5.16% | Add |
 DRIVEN BRANDS HLDGS INCDRVN |
| 4.88% | 4.17% | $5.3M | 383,050 | $3.9M | 307,800 | +75,250+24.45% | Add |
| HHERC HLDGS INCHRI |
| 4.84% | 3.49% | $5.3M | 37,013 | $3.2M | 32,575 | +4,438+13.62% | Add |
 VONTIER CORPORATION COMVNT |
| 4.73% | — | $5.2M | 178,700 | $0 | 0 | +178,700 | New Buy |
| CCONCRETE PUMPING HLDGS INC COMBBCP |
| 4.44% | 4.07% | $4.9M | 403,573 | $3.8M | 529,981 | -126,408-23.85% | Reduce |
 MAGNERA CORP COM SHSMAGN |
| 4.28% | 3.83% | $4.7M | 398,568 | $3.6M | 374,868 | +23,700+6.32% | Add |
| PPENN ENTERTAINMENT INCPENN |
| 4.21% | 4.18% | $4.6M | 215,800 | $3.9M | 258,700 | -42,900-16.58% | Reduce |
 ARCBEST CORPARCB |
| 4.06% | 4.51% | $4.4M | 30,958 | $4.2M | 42,608 | -11,650-27.34% | Reduce |
 KNIGHT-SWIFT TRANSN HLDGS INC CL AKNX |
| 3.6% | 5.73% | $3.9M | 50,600 | $5.3M | 92,500 | -41,900-45.30% | Reduce |
| DDAUCH CORPDCH |
| 3.5% | 3.61% | $3.8M | 706,836 | $3.4M | 565,936 | +140,900+24.90% | Add |
 MATTEL INCMAT |
| 2.96% | 2.27% | $3.2M | 233,200 | $2.1M | 145,200 | +88,000+60.61% | Add |
 JACK IN THE BOX INC COMJACK |
| 2.38% | 1.88% | $2.6M | 164,600 | $1.8M | 181,150 | -16,550-9.14% | Reduce |
| PPERRIGO CO PLCPRGO |
| 2.28% | 3.31% | $2.5M | 240,500 | $3.1M | 286,300 | -45,800-16.00% | Reduce |
| LLAMB WESTON HLDGS INCLW |
| 1.78% | 1.47% | $2.0M | 45,250 | $1.4M | 32,450 | +12,800+39.45% | Add |
 JANUS INTERNATIONAL GROUP INJBI |
| 1.66% | 0.65% | $1.8M | 326,900 | $602,550 | 117,000 | +209,900+179.40% | Add |
 PLANET FITNESS MASTER ISSUERPLNT |
| 1.48% | — | $1.6M | 31,100 | $0 | 0 | +31,100 | New Buy |
 WHIRLPOOL CORP COMWHR |
| 1.17% | 2.5% | $1.3M | 32,600 | $2.3M | 43,150 | -10,550-24.45% | Reduce |
 STELLANTIS N.V SHSSTLA |
| 0.86% | 1.27% | $941,934 | 164,100 | $1.2M | 165,900 | -1,800-1.08% | Reduce |
| CCLEARWATER PAPER CORP COMCLW |
| 0.65% | 1.23% | $709,159 | 45,227 | $1.1M | 79,427 | -34,200-43.06% | Reduce |
 ALAMO GROUP INCALG |
| 0.61% | — | $666,185 | 4,050 | $0 | 0 | +4,050 | New Buy |
