| Vista Outdoor, Inc. |
VSTO |
5.0% |
| LPL Financial Holdings, Inc. |
LPLA |
4.8% |
| Jefferies Financial Group, Inc. |
JEF |
4.7% |
| Quanta Services, Inc. |
PWR |
4.7% |
| Valmont Industries, Inc. |
VMI |
4.4% |
| Williams-Sonoma, Inc. |
WSM |
4.3% |
| LKQ Corp. |
LKQ |
4.1% |
| Mattel, Inc. |
MAT |
3.8% |
| Colfax Corporation |
CFX |
3.7% |
| Sleep Number Corp. |
SNBR |
3.7% |
| Avient Corp. |
AVNT |
3.7% |
| Commercial Metals Co. |
CMC |
3.7% |
| BJ's Wholesale Club Holdings |
BJ |
3.4% |
| Arrow Electronics, Inc. |
ARW |
3.4% |
| Sealed Air Corp. |
SEE |
3.4% |
| Allscripts Healthcare Solution |
MDRX |
3.2% |
| Owens & Minor, Inc. |
OMI |
3.2% |
| Berry Global Group, Inc. |
BERY |
3.1% |
| Lithia Motors, Inc. |
LAD |
3.0% |
| Concentrix Corp. |
CNXC |
3.0% |
| Timken Co. |
TKR |
2.8% |
| Casey's General Stores, Inc. |
CASY |
2.6% |
| KB Home |
KBH |
2.4% |
| Maxar Technologies, Inc. |
MAXR |
2.3% |
| Renewable Energy Group, Inc. |
REGI |
2.3% |
| Meritage Homes Corp. |
MTH |
2.2% |
| Big Lots, Inc. |
BIG |
2.1% |
| SYNNEX Corp. |
SNX |
1.8% |
| Bed Bath & Beyond, Inc. |
BBBY |
1.5% |
| Grocery Outlet Holding Corp. |
GO |
1.4% |
| Total as % of Net Assets |
|
97.46% |
