| Brinker International, Inc. |
EAT |
6.0% |
| UGI Corp. |
UGI |
4.9% |
| The Cheesecake Factory, Inc. |
CAKE |
4.2% |
| Alaska Air Group, Inc. |
ALK |
4.1% |
| Peloton Interactive, Inc. |
PTON |
4.0% |
| Lincoln National Corp. |
LNC |
4.0% |
| Mattel, Inc. |
MAT |
3.8% |
| Post Holdings, Inc. |
POST |
3.8% |
| Ingredion, Inc. |
INGR |
3.7% |
| Nordstrom, Inc. |
JWN |
3.7% |
| Granite Construction, Inc. |
GVA |
3.4% |
| World Kinect Corp. |
WKC |
3.4% |
| Cinemark Holdings, Inc. |
CNK |
3.2% |
| Graphic Packaging Holding Co. |
GPK |
3.2% |
| Redfin Corp. |
RDFN |
3.0% |
| Voya Financial, Inc. |
VOYA |
3.0% |
| Oscar Health, Inc. |
OSCR |
3.0% |
| Newell Brands, Inc. |
NWL |
2.9% |
| Herc Holdings, Inc. |
HRI |
2.9% |
| Hanesbrands, Inc. |
HBI |
2.9% |
| Dycom Industries, Inc. |
DY |
2.9% |
| RingCentral, Inc. |
RNG |
2.7% |
| KBR, Inc. |
KBR |
2.6% |
| Meritage Homes Corp. |
MTH |
2.6% |
| KB Home |
KBH |
2.5% |
| Insight Enterprises, Inc. |
NSIT |
2.5% |
| M/I Homes, Inc. |
MHO |
2.4% |
| Fluor Corp. |
FLR |
2.4% |
| Lumen Technologies, Inc. |
LUMN |
2.2% |
| MDU Resources Group, Inc. |
MDU |
2.1% |
| Everus Construction Group, Inc. |
ECG |
1.2% |
| Total as % of Net Assets |
|
99.01% |
