Super Micro Computer, Inc. |
SMCI |
4.0% |
EMCOR Group, Inc. |
EME |
4.0% |
Academy Sports & Outdoors, Inc. |
ASO |
4.0% |
PBF Energy, Inc. |
PBF |
3.9% |
Commercial Metals Co. |
CMC |
3.8% |
Dick's Sporting Goods, Inc. |
DKS |
3.6% |
Visteon Corp. |
VC |
3.5% |
Unum Group |
UNM |
3.5% |
Peabody Energy Corp. |
BTU |
3.5% |
AdaptHealth Corp. |
AHCO |
3.4% |
Encore Wire Corp. |
WIRE |
3.3% |
Casey's General Stores, Inc. |
CASY |
3.3% |
Plains GP Holdings LP (Class A) |
PAGP |
3.3% |
Plains All American Pipeline, LP |
PAA |
3.3% |
Cal-Maine Foods, Inc. |
CALM |
3.3% |
Murphy USA, Inc. |
MUSA |
3.2% |
Graphic Packaging Holding Co. |
GPK |
3.2% |
Penske Automotive Group, Inc. |
PAG |
3.2% |
ATI, Inc. |
ATI |
3.2% |
WESCO International, Inc. |
WCC |
3.1% |
Clean Harbors, Inc. |
CLH |
3.1% |
Delek US Holdings, Inc. |
DK |
3.1% |
Sonoco Products Co. |
SON |
3.1% |
CVR Energy, Inc. |
CVI |
3.0% |
BJ's Wholesale Club Holdings |
BJ |
2.9% |
Sonic Automotive, Inc. |
SAH |
2.9% |
AutoNation, Inc. |
AN |
2.8% |
Green Plains, Inc. |
GPRE |
2.8% |
W&T Offshore, Inc. |
WTI |
2.7% |
Dycom Industries, Inc. |
DY |
2.7% |
Total as % of Net Assets |
|
98.48% |