 BOEING COBA |
| 6.18% | 6.18% | $9.5M | 55,832 | $9.5M | 55,832 | 00.00% | Unchanged |
 FLOWSERVE CORPFLS |
| 6.17% | 6.17% | $9.5M | 194,751 | $9.5M | 194,751 | 00.00% | Unchanged |
 WOODWARD INCWWD |
| 5.79% | 5.79% | $8.9M | 48,866 | $8.9M | 48,866 | 00.00% | Unchanged |
 RTX CORPORATIONRTX |
| 5.56% | 5.56% | $8.6M | 64,696 | $8.6M | 64,696 | 00.00% | Unchanged |
 PARSONS CORP DELPSN |
| 5.29% | 5.29% | $8.1M | 137,561 | $8.1M | 137,561 | 00.00% | Unchanged |
| CCBRE GROUP INC CL ACBRE |
| 4.91% | 4.91% | $7.6M | 58,033 | $7.6M | 58,033 | 00.00% | Unchanged |
 HONEYWELL INTL INCHON |
| 4.75% | 4.75% | $7.3M | 34,588 | $7.3M | 34,588 | 00.00% | Unchanged |
 SMITH A O CORPAOS |
| 4.59% | 4.59% | $7.1M | 108,191 | $7.1M | 108,191 | 00.00% | Unchanged |
 DOVER CORPDOV |
| 3.55% | 3.55% | $5.5M | 31,106 | $5.5M | 31,106 | 00.00% | Unchanged |
| MMASTEC INCMTZ |
| 3.11% | 3.11% | $4.8M | 41,093 | $4.8M | 41,093 | 00.00% | Unchanged |
 FORTIVE CORP COMFTV |
| 2.93% | 2.93% | $4.5M | 61,671 | $4.5M | 61,671 | 00.00% | Unchanged |
| FFTAI AVIATION LTDFTAI |
| 2.77% | 2.77% | $4.3M | 38,456 | $4.3M | 38,456 | 00.00% | Unchanged |
| HHERC HLDGS INCHRI |
| 2.75% | 2.75% | $4.2M | 31,608 | $4.2M | 31,608 | 00.00% | Unchanged |
| TTETRA TECH INC NEWTTEK |
| 2.68% | 2.68% | $4.1M | 140,955 | $4.1M | 140,955 | 00.00% | Unchanged |
 VERTIV HOLDINGS COVRT |
| 2.63% | 2.63% | $4.1M | 56,196 | $4.1M | 56,196 | 00.00% | Unchanged |
 GE VERNOVA INCGEV |
| 2.59% | 2.59% | $4.0M | 13,079 | $4.0M | 13,079 | 00.00% | Unchanged |
 XPO INCXPO |
| 2.56% | 2.56% | $4.0M | 36,734 | $4.0M | 36,734 | 00.00% | Unchanged |
 FLUOR CORPFLR |
| 2.43% | 2.43% | $3.7M | 104,559 | $3.7M | 104,559 | 00.00% | Unchanged |
 TESLA INCTSLA |
| 2.43% | 2.43% | $3.7M | 14,447 | $3.7M | 14,447 | 00.00% | Unchanged |
 OSHKOSH CORPOSK |
| 2.42% | 2.42% | $3.7M | 39,577 | $3.7M | 39,577 | 00.00% | Unchanged |
 UNITED AIRLS HLDGS INC COMUAL |
| 2.41% | 2.41% | $3.7M | 53,880 | $3.7M | 53,880 | 00.00% | Unchanged |
 TFI INTERNATIONAL INCTFII |
| 2.41% | 2.41% | $3.7M | 47,922 | $3.7M | 47,922 | 00.00% | Unchanged |
| AALASKA AIR GROUP INCALK |
| 2.4% | 2.4% | $3.7M | 75,189 | $3.7M | 75,189 | 00.00% | Unchanged |
 KNIGHT-SWIFT TRANSN HLDGS INC CL AKNX |
| 2.39% | 2.39% | $3.7M | 84,559 | $3.7M | 84,559 | 00.00% | Unchanged |
 CUMMINS INCCMI |
| 2.38% | 2.38% | $3.7M | 11,677 | $3.7M | 11,677 | 00.00% | Unchanged |
 BWX TECHNOLOGIES INCBWXT |
| 2.37% | 2.37% | $3.7M | 37,069 | $3.7M | 37,069 | 00.00% | Unchanged |
 CNH INDL N VCNH |
| 2.26% | 2.26% | $3.5M | 283,138 | $3.5M | 283,138 | 00.00% | Unchanged |
 CONSTRUCTION PARTNERS INCROAD |
| 2.23% | 2.23% | $3.4M | 47,726 | $3.4M | 47,726 | 00.00% | Unchanged |
 FEDEX CORPFDX |
| 2.01% | 2.01% | $3.1M | 12,695 | $3.1M | 12,695 | 00.00% | Unchanged |
 CSX CORPCSX |
| 1.91% | 1.91% | $2.9M | 99,841 | $2.9M | 99,841 | 00.00% | Unchanged |
 L3HARRIS TECHNOLOGIES INCLHX |
| 1.14% | 1.14% | $1.8M | 8,382 | $1.8M | 8,382 | 00.00% | Unchanged |
