Super Micro Computer, Inc. |
SMCI |
5.0% |
Modine Manufacturing Co. |
MOD |
3.3% |
Sterling Infrastructure, Inc. |
STRL |
3.3% |
Jabil, Inc. |
JBL |
2.8% |
Alpha Metallurgical Resources |
AMR |
2.7% |
Carpenter Technology Corp. |
CRS |
2.6% |
Weatherford International PLC |
WFRD |
2.5% |
Par Pacific Holdings, Inc. |
PARR |
2.3% |
Green Brick Partners, Inc. |
GRBK |
2.3% |
EMCOR Group, Inc. |
EME |
2.3% |
Oceaneering International, Inc. |
OII |
2.3% |
Clean Harbors, Inc. |
CLH |
2.2% |
PBF Energy, Inc. |
PBF |
2.2% |
Comfort Systems USA, Inc. |
FIX |
2.1% |
Marathon Petroleum Corp. |
MPC |
2.1% |
Penske Automotive Group, Inc. |
PAG |
2.1% |
Unum Group |
UNM |
2.1% |
Belden, Inc. |
BDC |
2.1% |
Applied Industrial Technologiees |
AIT |
2.0% |
CVR Energy, Inc. |
CVI |
2.0% |
Exxon Mobil Corp. |
XOM |
2.0% |
Valero Energy Corp. |
VLO |
1.9% |
YPF SA |
YPF |
1.9% |
Reliance Steel & Aluminum Co. |
RS |
1.9% |
Fluor Corp. |
FLR |
1.9% |
CECO Environmental Corp. |
CECO |
1.9% |
ATI, Inc. |
ATI |
1.9% |
Teekay Corp. |
TK |
1.9% |
Terex Corp. |
TEX |
1.8% |
Dillard's, Inc. |
DDS |
1.8% |
Encore Wire Corp. |
WIRE |
1.7% |
StoneX Group, Inc. |
SNEX |
1.7% |
Materion Corp. |
MTRN |
1.7% |
Granite Construction, Inc. |
GVA |
1.7% |
Oil States International, Inc. |
OIS |
1.7% |
Tsakos Energy Navigation, Ltd. |
TNP |
1.6% |
WESCO International, Inc. |
WCC |
1.6% |
Oxford Industries, Inc. |
OXM |
1.6% |
Timken Co. |
TKR |
1.6% |
Steel Dynamics, Inc. |
STLD |
1.5% |
BorgWarner, Inc. |
BWA |
1.5% |
Visteon Corp. |
VC |
1.5% |
Insperity, Inc. |
NSP |
1.5% |
United Airlines Holdings, Inc. |
UAL |
1.5% |
Wabash National Corp. |
WNC |
1.5% |
Academy Sports & Outdoors, Inc. |
ASO |
1.4% |
O-I Glass, Inc. |
OI |
1.4% |
Service Properties Trust |
SVC |
1.3% |
Titan Machinery, Inc. |
TITN |
1.2% |
Vertex Energy, Inc. |
VTNR |
0.8% |
Phinia Inc |
PHIN |
0.2% |
Total as % of Net Assets |
|
99.32% |