| 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% |
