Gap, Inc. |
GPS |
5.6% |
Abercrombie & Fitch Co. |
ANF |
4.4% |
Coca-Cola Consolidated, Inc. |
COKE |
4.1% |
Kyndryl Holdings, Inc. |
KD |
3.9% |
Modine Manufacturing Co. |
MOD |
3.7% |
Comfort Systems USA, Inc. |
FIX |
3.4% |
Sterling Infrastructure, Inc. |
STRL |
3.4% |
XPO , Inc. |
XPO |
3.3% |
Group 1 Automotive, Inc. |
GPI |
3.3% |
Parsons Corp. |
PSN |
3.2% |
Sprouts Farmers Market, Inc. |
SFM |
3.2% |
Oshkosh Corp. |
OSK |
3.2% |
Fluor Corp. |
FLR |
3.1% |
MillerKnoll, Inc. |
MLKN |
3.1% |
Applied Industrial Technologiees |
AIT |
3.1% |
Guess?, Inc. |
GES |
3.1% |
Carpenter Technology Corp. |
CRS |
3.0% |
Flowserve Corp. |
FLS |
3.0% |
Par Pacific Holdings, Inc. |
PARR |
3.0% |
EMCOR Group, Inc. |
EME |
2.9% |
MSC Industrial Direct Co., Inc. |
MSM |
2.9% |
Plains GP Holdings LP (Class A) |
PAGP |
2.9% |
EnLink Midstream, LLC |
ENLC |
2.9% |
Liberty Energy, Inc. |
LBRT |
2.8% |
CONSOL Energy, Inc. |
CEIX |
2.8% |
California Resources Corp. |
CRC |
2.8% |
PBF Energy, Inc. |
PBF |
2.5% |
Oceaneering International, Inc. |
OII |
2.4% |
Cinemark Holdings, Inc. |
CNK |
2.1% |
NCR Voyix Corp. |
VYX |
1.9% |
NCR Atleos Corp. |
NATL |
1.3% |
Total as % of Net Assets |
|
96.17% |