| Abercrombie & Fitch Co. |
ANF |
7.2% |
| Gap, Inc. |
GPS |
5.3% |
| Modine Manufacturing Co. |
MOD |
5.1% |
| Sprouts Farmers Market, Inc. |
SFM |
4.6% |
| Comfort Systems USA, Inc. |
FIX |
4.2% |
| EMCOR Group, Inc. |
EME |
4.1% |
| Kyndryl Holdings, Inc. |
KD |
4.0% |
| Coca-Cola Consolidated, Inc. |
COKE |
3.9% |
| Carpenter Technology Corp. |
CRS |
3.8% |
| Sterling Infrastructure, Inc. |
STRL |
3.7% |
| Parsons Corp. |
PSN |
3.4% |
| XPO , Inc. |
XPO |
3.3% |
| Flowserve Corp. |
FLS |
2.9% |
| Applied Industrial Technologiees |
AIT |
2.8% |
| Fluor Corp. |
FLR |
2.8% |
| Plains GP Holdings LP (Class A) |
PAGP |
2.8% |
| Cinemark Holdings, Inc. |
CNK |
2.7% |
| Liberty Energy, Inc. |
LBRT |
2.7% |
| EnLink Midstream, LLC |
ENLC |
2.6% |
| Group 1 Automotive, Inc. |
GPI |
2.6% |
| Oshkosh Corp. |
OSK |
2.6% |
| MillerKnoll, Inc. |
MLKN |
2.5% |
| CONSOL Energy, Inc. |
CEIX |
2.3% |
| Guess?, Inc. |
GES |
2.2% |
| California Resources Corp. |
CRC |
2.2% |
| Oceaneering International, Inc. |
OII |
2.1% |
| PBF Energy, Inc. |
PBF |
2.1% |
| MSC Industrial Direct Co., Inc. |
MSM |
1.9% |
| Par Pacific Holdings, Inc. |
PARR |
1.7% |
| NCR Atleos Corp. |
NATL |
1.2% |
| NCR Voyix Corp. |
VYX |
1.1% |
| Total as % of Net Assets |
|
96.46% |
