| GGRANITE CONSTR INCSPHB |
| 14.76% | 12.56% | $20.9M | 132,484 | $15.9M | 132,484 | 00.00% | Unchanged |
 CASELLA WASTE SYS INCCWST |
| 12.95% | 10.38% | $18.4M | 189,527 | $13.1M | 165,385 | +24,142+14.60% | Add |
 TE CONNECTIVITY PLC ORD SHSTEL |
| 9.46% | 8.75% | $13.4M | 66,564 | $11.1M | 52,924 | +13,640+25.77% | Add |
 VISTRA CORPVST |
| 9.1% | 8.22% | $12.9M | 81,444 | $10.4M | 69,077 | +12,367+17.90% | Add |
| CCENTURI HOLDINGS INCCTRI |
| 8.56% | 6.6% | $12.1M | 401,715 | $8.3M | 285,721 | +115,994+40.60% | Add |
 CLEAN HARBORS INCCLH |
| 8.4% | 10.46% | $11.9M | 39,917 | $13.2M | 46,115 | -6,198-13.44% | Reduce |
| SSOLARIS ENERGY INFRAS INCSEI |
| 8.33% | 5.37% | $11.8M | 146,907 | $6.8M | 120,209 | +26,698+22.21% | Add |
 AMPHENOL CORPAPH |
| 8.07% | — | $11.5M | 64,975 | $0 | 0 | +64,975 | New Buy |
 GFL ENVIRONMENTAL INCGFL |
| 6.9% | 10.54% | $9.8M | 266,189 | $13.3M | 319,272 | -53,083-16.63% | Reduce |
| SSECURE WASTE INFRASTRUCTU CORPSECYF |
| 5.52% | 6.23% | $7.8M | 501,743 | $7.9M | 501,743 | 00.00% | Unchanged |
 EAGLE MATLS INCEXP |
| 3.56% | 5.59% | $5.1M | 22,463 | $7.1M | 37,323 | -14,860-39.81% | Reduce |
| AARCELORMITTAL SA LUXEMBOURG NY REGISTRY SHMT |
| 2.71% | 2.86% | $3.9M | 63,949 | $3.6M | 69,489 | -5,540-7.97% | Reduce |
| AAts Corporation. Ordinary SharesATS |
| 1.68% | — | $2.4M | 83,020 | $0 | 0 | +83,020 | New Buy |
