Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q1 2026 ▲▼ | Q2 2026 ▲▼ | Change ▲▼ | Q1 2026 ▲▼ | Q2 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| Extreme Networks(EXTR) | 2,297,933 | 1,685,450 | -612,483 | 34,653 | 54,558 | 7.34% | +19,905 |
| Crane NXT(CXT) | 783,808 | 829,182 | +45,374 | 31,815 | 42,421 | 5.71% | +10,606 |
| Dorman Products Inc(DORM) | 246,521 | 263,383 | +16,862 | 25,727 | 35,939 | 4.84% | +10,212 |
| Louisiana-Pacific Corp(LPX) | 485,869 | 577,698 | +91,829 | 35,347 | 45,442 | 6.12% | +10,095 |
| AGCO Corp. | 247,276 | 305,473 | +58,197 | 28,652 | 36,565 | 4.92% | +7,913 |
| Thor Industries Inc.(THO) | 131,107 | 238,971 | +107,864 | 10,474 | 17,961 | 2.42% | +7,487 |
| MSA Safety Inc(MSA) | 170,520 | 199,654 | +29,134 | 27,957 | 34,856 | 4.69% | +6,899 |
| Enerpac Tool Group(EPAC) | 664,874 | 850,182 | +185,308 | 24,248 | 30,488 | 4.10% | +6,240 |
| The Boston Beer Co Inc(SAM) | 74,816 | 131,877 | +57,061 | 17,238 | 23,346 | 3.14% | +6,109 |
| Armstrong World Industries Inc(AWI) | 168,278 | 200,875 | +32,597 | 27,732 | 32,224 | 4.34% | +4,492 |
| Boot Barn Holdings Inc | 272,348 | 268,599 | -3,749 | 39,861 | 44,123 | 5.94% | +4,262 |
| Live Oak Bancshares Inc(LOB) | 1,033,539 | 934,751 | -98,788 | 34,179 | 38,175 | 5.14% | +3,996 |
| CSW Industrials(CSW) | 88,336 | 94,698 | +6,362 | 23,019 | 26,354 | 3.55% | +3,336 |
| US Physical Therapy Inc(USPH) | 439,904 | 527,765 | +87,861 | 32,975 | 36,247 | 4.88% | +3,272 |
| Kadant Inc(KAI) | 43,018 | 48,681 | +5,663 | 12,576 | 15,297 | 2.06% | +2,721 |
| Generac Holdings Inc(GNRC) | 48,743 | 40,377 | -8,366 | 9,521 | 11,823 | 1.59% | +2,302 |
| Oshkosh Corp(OSK) | 30,980 | 43,332 | +12,352 | 4,561 | 6,651 | 0.90% | +2,090 |
| Valmont Industries Inc(VMI) | 16,597 | 13,601 | -2,996 | 6,632 | 7,856 | 1.06% | +1,224 |
| Murphy USA Inc.(MUSA) | 84,797 | 79,962 | -4,835 | 41,887 | 43,089 | 5.80% | +1,202 |
| Watsco Inc(WSO) | 18,646 | 17,853 | -793 | 6,783 | 7,440 | 1.00% | +657 |
| Floor & Decor Holdings(FND) | 87,374 | 83,711 | -3,663 | 4,439 | 4,969 | 0.67% | +530 |
| Ingevity Corp(NGVT) | 251,051 | 244,260 | -6,791 | 17,882 | 18,239 | 2.46% | +357 |
| SEI Investments Co(SEIC) | 67,403 | 63,671 | -3,732 | 5,289 | 5,585 | 0.75% | +295 |
| APi Group(APG) | 255,298 | 244,797 | -10,501 | 10,345 | 10,367 | 1.40% | +22 |
| Advanced Energy Industries Inc | 47,108 | 38,683 | -8,425 | 15,202 | 14,424 | 1.94% | -778 |
| Broadridge Financial Solutions(BR) | 45,254 | 43,396 | -1,858 | 7,353 | 5,943 | 0.80% | -1,410 |
| The Brink's Co.(BCO) | 316,643 | 320,542 | +3,899 | 32,814 | 30,288 | 4.08% | -2,526 |
| Modine Manufacturing Co(MOD) | 110,286 | 76,603 | -33,683 | 23,900 | 20,455 | 2.75% | -3,446 |
| Darling Ingredients Inc.(DAR) | 780,110 | 763,305 | -16,805 | 48,250 | 41,692 | 5.61% | -6,558 |
| Stepan Co(SCL) | 378,799 | 0 | -378,799 | 18,932 | 0 | — | -18,932 |
| Belden Inc | 258,377 | 0 | -258,377 | 29,669 | 0 | — | -29,669 |