| Super Micro Computer, Inc. |
SMCI |
10.1% |
| EMCOR Group, Inc. |
EME |
4.2% |
| ATI, Inc. |
ATI |
3.9% |
| Encore Wire Corp. |
WIRE |
3.8% |
| Penske Automotive Group, Inc. |
PAG |
3.8% |
| Clean Harbors, Inc. |
CLH |
3.7% |
| WESCO International, Inc. |
WCC |
3.6% |
| AutoNation, Inc. |
AN |
3.5% |
| Commercial Metals Co. |
CMC |
3.5% |
| Academy Sports & Outdoors, Inc. |
ASO |
3.4% |
| Unum Group |
UNM |
3.4% |
| Dick's Sporting Goods, Inc. |
DKS |
3.3% |
| Plains GP Holdings LP (Class A) |
PAGP |
3.3% |
| Visteon Corp. |
VC |
3.2% |
| Plains All American Pipeline, LP |
PAA |
3.2% |
| PBF Energy, Inc. |
PBF |
3.2% |
| Casey's General Stores, Inc. |
CASY |
3.0% |
| Murphy USA, Inc. |
MUSA |
2.9% |
| Graphic Packaging Holding Co. |
GPK |
2.9% |
| Dycom Industries, Inc. |
DY |
2.7% |
| Sonoco Products Co. |
SON |
2.5% |
| CVR Energy, Inc. |
CVI |
2.4% |
| Green Plains, Inc. |
GPRE |
2.4% |
| Peabody Energy Corp. |
BTU |
2.4% |
| Sonic Automotive, Inc. |
SAH |
2.3% |
| BJ's Wholesale Club Holdings |
BJ |
2.3% |
| Delek US Holdings, Inc. |
DK |
2.3% |
| Cal-Maine Foods, Inc. |
CALM |
2.2% |
| AdaptHealth Corp. |
AHCO |
1.8% |
| W&T Offshore, Inc. |
WTI |
1.6% |
| Total as % of Net Assets |
|
96.59% |
