| Synaptics, Inc. |
SYNA |
5.1% |
| Scientific Games Corp. |
SGMS |
4.2% |
| RH |
RH |
3.8% |
| LPL Financial Holdings, Inc. |
LPLA |
3.7% |
| Skechers U.S.A., Inc. |
SKX |
3.6% |
| Jabil, Inc. |
JBL |
3.5% |
| AECOM |
ACM |
3.5% |
| NCR Corp. |
NCR |
3.5% |
| Itron, Inc. |
ITRI |
3.5% |
| SYNNEX Corp. |
SNX |
3.5% |
| Syneos Health, Inc. |
SYNH |
3.5% |
| Crown Holdings, Inc. |
CCK |
3.5% |
| Lithia Motors, Inc. |
LAD |
3.4% |
| Williams-Sonoma, Inc. |
WSM |
3.3% |
| Packaging Corp of America |
PKG |
3.3% |
| Owens Corning |
OC |
3.2% |
| American Financial Group, Inc. |
AFG |
3.1% |
| Brighthouse Financial, Inc. |
BHF |
3.1% |
| Landstar System, Inc. |
LSTR |
3.1% |
| The Hanover Insurance Group, Inc. |
THG |
3.1% |
| News Corp. |
NWSA |
3.1% |
| KB Home |
KBH |
3.1% |
| MasTec, Inc. |
MTZ |
3.0% |
| First American Financial Corp. |
FAF |
3.0% |
| Toll Brothers, Inc. |
TOL |
3.0% |
| Old Republic International Corp. |
ORI |
2.9% |
| Whirlpool Corp. |
WHR |
2.9% |
| Meritage Homes Corp. |
MTH |
2.6% |
| Taylor Morrison Home Corp. |
TMHC |
2.6% |
| SunPower Corp. |
SPWR |
2.3% |
| Total as % of Net Assets |
|
98.84% |
