Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q1 2023 ▲▼ | Q2 2023 ▲▼ | Change ▲▼ | Q1 2023 ▲▼ | Q2 2023 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| Boot Barn Holdings Inc | 39,269 | 484,626 | +445,357 | 3,010 | 41,043 | 4.33% | +38,033 |
| US Physical Therapy Inc(USPH) | 287,558 | 461,491 | +173,933 | 28,155 | 56,020 | 5.91% | +27,866 |
| Louisiana-Pacific Corp(LPX) | 71,009 | 241,164 | +170,155 | 3,849 | 18,082 | 1.91% | +14,233 |
| Murphy USA Inc.(MUSA) | 181,179 | 187,295 | +6,116 | 46,753 | 58,269 | 6.15% | +11,516 |
| Dycom Industries Inc(DY) | 657,145 | 613,609 | -43,536 | 61,542 | 69,737 | 7.36% | +8,195 |
| MGP Ingredients Inc | 373,998 | 406,163 | +32,165 | 36,173 | 43,167 | 4.55% | +6,994 |
| Live Oak Bancshares Inc(LOB) | 920,206 | 1,097,071 | +176,865 | 22,425 | 28,864 | 3.05% | +6,439 |
| Thor Industries Inc.(THO) | 388,525 | 349,335 | -39,190 | 30,942 | 36,156 | 3.81% | +5,214 |
| Belden Inc | 361,547 | 374,181 | +12,634 | 31,371 | 35,790 | 3.78% | +4,419 |
| Polaris Inc.(PII) | 415,295 | 403,097 | -12,198 | 45,944 | 48,747 | 5.14% | +2,802 |
| Darling Ingredients Inc.(DAR) | 1,192,761 | 1,126,999 | -65,762 | 69,657 | 71,891 | 7.58% | +2,234 |
| Armstrong World Industries Inc(AWI) | 508,283 | 518,515 | +10,232 | 36,210 | 38,090 | 4.02% | +1,880 |
| Trex Co(TREX) | 114,894 | 109,777 | -5,117 | 5,592 | 7,197 | 0.76% | +1,605 |
| Enerpac Tool Group(EPAC) | 1,643,475 | 1,609,955 | -33,520 | 41,909 | 43,469 | 4.59% | +1,560 |
| AGCO Corp. | 311,735 | 332,109 | +20,374 | 42,147 | 43,646 | 4.60% | +1,499 |
| Watsco Inc(WSO) | 27,414 | 25,640 | -1,774 | 8,722 | 9,781 | 1.03% | +1,059 |
| Malibu Boats Inc | 462,420 | 456,880 | -5,540 | 26,104 | 26,801 | 2.83% | +697 |
| Broadridge Financial Solutions(BR) | 60,607 | 56,040 | -4,567 | 8,883 | 9,282 | 0.98% | +399 |
| IDEX Corp.(IEX) | 17,892 | 19,645 | +1,753 | 4,134 | 4,229 | 0.45% | +95 |
| The Brink's Co.(BCO) | 700,994 | 688,531 | -12,463 | 46,826 | 46,703 | 4.93% | -123 |
| SEI Investments Co(SEIC) | 86,983 | 80,173 | -6,810 | 5,006 | 4,780 | 0.50% | -226 |
| The Boston Beer Co Inc(SAM) | 126,310 | 133,099 | +6,789 | 41,518 | 41,053 | 4.33% | -465 |
| Timken Co.(TKR) | 614,298 | 541,793 | -72,505 | 50,200 | 49,590 | 5.23% | -610 |
| Ingevity Corp(NGVT) | 690,872 | 827,295 | +136,423 | 49,411 | 48,115 | 5.08% | -1,296 |
| Dorman Products Inc(DORM) | 410,595 | 406,327 | -4,268 | 35,418 | 32,031 | 3.38% | -3,387 |
| Stepan Co(SCL) | 395,224 | 369,737 | -25,487 | 40,720 | 35,332 | 3.73% | -5,388 |
| WestRock Co | 210,805 | 0 | -210,805 | 6,423 | 0 | — | -6,423 |
| Univar Solutions USA Inc. | 1,350,539 | 0 | -1,350,539 | 47,309 | 0 | — | -47,309 |