Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q1 2024 ▲▼ | Q2 2024 ▲▼ | Change ▲▼ | Q1 2024 ▲▼ | Q2 2024 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| GREENBRIER COS INC(GBX) | 88,172 | 906,348 | +818,176 | 4,594 | 44,910 | 7.60% | +40,316 |
| PENTAIR PLC(PNR) | 0 | 380,540 | +380,540 | 0 | 29,176 | 4.93% | +29,176 |
| CELESTICA INC(CLS) | 0 | 444,990 | +444,990 | 0 | 25,511 | 4.31% | +25,511 |
| ADTALEM GLOBAL ED INC(CVSA) | 255,628 | 556,648 | +301,020 | 13,139 | 37,969 | 6.42% | +24,830 |
| AMBARELLA INC(AMBA) | 0 | 455,562 | +455,562 | 0 | 24,578 | 4.16% | +24,578 |
| TREEHOUSE FOODS INC | 0 | 658,029 | +658,029 | 0 | 24,110 | 4.08% | +24,110 |
| SKYLINE CHAMPION CORPORATION(SKY) | 0 | 232,783 | +232,783 | 0 | 15,771 | 2.67% | +15,771 |
| CALIX INC(CALX) | 0 | 442,887 | +442,887 | 0 | 15,691 | 2.65% | +15,691 |
| HAEMONETICS CORP MASS(HAE) | 0 | 181,828 | +181,828 | 0 | 15,043 | 2.54% | +15,043 |
| ZEBRA TECHNOLOGIES CORPORATI(ZBRA) | 0 | 43,978 | +43,978 | 0 | 13,586 | 2.30% | +13,586 |
| ACM RESH INC(ACMR) | 0 | 583,535 | +583,535 | 0 | 13,456 | 2.28% | +13,456 |
| AVANTOR INC(AVTR) | 0 | 629,861 | +629,861 | 0 | 13,353 | 2.26% | +13,353 |
| CLEAN HARBORS INC(CLH) | 0 | 58,195 | +58,195 | 0 | 13,161 | 2.23% | +13,161 |
| EXLSERVICE HOLDINGS INC(EXLS) | 0 | 396,782 | +396,782 | 0 | 12,443 | 2.10% | +12,443 |
| FLOWSERVE CORP(FLS) | 0 | 257,350 | +257,350 | 0 | 12,379 | 2.09% | +12,379 |
| CAVCO INDS INC DEL(CVCO) | 0 | 35,385 | +35,385 | 0 | 12,249 | 2.07% | +12,249 |
| LIVANOVA PLC(LIVN) | 0 | 221,980 | +221,980 | 0 | 12,169 | 2.06% | +12,169 |
| TTM TECHNOLOGIES INC(TTMI) | 0 | 614,840 | +614,840 | 0 | 11,946 | 2.02% | +11,946 |
| HURON CONSULTING GROUP INC(HURN) | 0 | 118,660 | +118,660 | 0 | 11,688 | 1.98% | +11,688 |
| FLEX LTD(FLEX) | 0 | 380,684 | +380,684 | 0 | 11,226 | 1.90% | +11,226 |
| FTAI AVIATION LTD(FTAI) | 0 | 105,236 | +105,236 | 0 | 10,864 | 1.84% | +10,864 |
| ELEMENT SOLUTIONS INC(ESI) | 0 | 378,855 | +378,855 | 0 | 10,275 | 1.74% | +10,275 |
| AMN HEALTHCARE SVCS INC | 33,420 | 229,829 | +196,409 | 2,089 | 11,774 | 1.99% | +9,685 |
| JAMF HLDG CORP | 0 | 583,428 | +583,428 | 0 | 9,627 | 1.63% | +9,627 |
| PROGYNY INC | 0 | 292,944 | +292,944 | 0 | 8,381 | 1.42% | +8,381 |
| MAXLINEAR INC(MXL) | 0 | 363,908 | +363,908 | 0 | 7,329 | 1.24% | +7,329 |
| AMKOR TECHNOLOGY INC | 0 | 163,422 | +163,422 | 0 | 6,540 | 1.11% | +6,540 |
| LANCASTER COLONY CORP(MZTI) | 0 | 30,509 | +30,509 | 0 | 5,765 | 0.98% | +5,765 |
| MINERALS TECHNOLOGIES INC(MTX) | 0 | 68,859 | +68,859 | 0 | 5,726 | 0.97% | +5,726 |
| MOTOROLA SOLUTIONS INC(MSI) | 0 | 14,639 | +14,639 | 0 | 5,651 | 0.96% | +5,651 |
| HNI CORP(HNI) | 0 | 114,527 | +114,527 | 0 | 5,156 | 0.87% | +5,156 |
| HEICO CORP NEW(HEI) | 0 | 21,898 | +21,898 | 0 | 4,897 | 0.83% | +4,897 |
| TERAWULF INC(WULF) | 0 | 1,080,452 | +1,080,452 | 0 | 4,808 | 0.81% | +4,808 |
| COMFORT SYS USA INC(FIX) | 0 | 15,642 | +15,642 | 0 | 4,757 | 0.80% | +4,757 |
| ICF INTL INC(ICFI) | 0 | 31,929 | +31,929 | 0 | 4,740 | 0.80% | +4,740 |
| ORTHOPEDIATRICS CORP(KIDS) | 0 | 159,307 | +159,307 | 0 | 4,582 | 0.77% | +4,582 |
| MARTEN TRANS LTD(MRTN) | 111,361 | 351,242 | +239,881 | 2,058 | 6,480 | 1.10% | +4,422 |
| AVID BIOSERVICES INC | 0 | 488,099 | +488,099 | 0 | 3,485 | 0.59% | +3,485 |
| KEYSIGHT TECHNOLOGIES INC(KEYS) | 0 | 24,460 | +24,460 | 0 | 3,345 | 0.57% | +3,345 |
| HEICO CORP NEW | 0 | 18,536 | +18,536 | 0 | 3,291 | 0.56% | +3,291 |
| XEROX HOLDINGS CORP(XRX) | 472,977 | 1,011,702 | +538,725 | 8,466 | 11,756 | 1.99% | +3,290 |
| LIMBACH HLDGS INC(LMB) | 0 | 57,130 | +57,130 | 0 | 3,252 | 0.55% | +3,252 |
| STEELCASE INC | 0 | 232,535 | +232,535 | 0 | 3,014 | 0.51% | +3,014 |
| SENSIENT TECHNOLOGIES CORP(SXT) | 280,176 | 301,845 | +21,669 | 19,385 | 22,394 | 3.79% | +3,009 |
| TRINITY INDS INC(TRN) | 0 | 94,432 | +94,432 | 0 | 2,825 | 0.48% | +2,825 |
| LEGGETT & PLATT INC(LEG) | 0 | 228,124 | +228,124 | 0 | 2,614 | 0.44% | +2,614 |
| CRYOPORT INC(CYRX) | 0 | 320,736 | +320,736 | 0 | 2,216 | 0.37% | +2,216 |
| CARS COM INC | 0 | 103,042 | +103,042 | 0 | 2,030 | 0.34% | +2,030 |
| CAMTEK LTD(CAMT) | 0 | 15,273 | +15,273 | 0 | 1,913 | 0.32% | +1,913 |
| MASTERBRAND INC(MBC) | 0 | 105,000 | +105,000 | 0 | 1,541 | 0.26% | +1,541 |
| SELECT WATER SOLUTIONS INC(WTTR) | 160,299 | 221,867 | +61,568 | 1,480 | 2,374 | 0.40% | +894 |
| ADVANCED DRAIN SYS INC DEL(WMS) | 57,959 | 67,186 | +9,227 | 9,983 | 10,776 | 1.82% | +793 |
| ALICO INC | 0 | 23,219 | +23,219 | 0 | 602 | 0.10% | +602 |
| RIBBON COMMUNICATIONS INC(RBBN) | 88,110 | 88,110 | 0 | 282 | 290 | 0.05% | +8 |
| ALPHATEC HLDGS INC(ATEC) | 28,217 | 28,217 | 0 | 389 | 295 | 0.05% | -94 |
| GREEN DOT CORP(GDOT) | 455,971 | 436,449 | -19,522 | 4,254 | 4,124 | 0.70% | -130 |
| RADNET INC(RDNT) | 7,101 | 0 | -7,101 | 346 | 0 | — | -346 |
| CHART INDS INC | 2,427 | 0 | -2,427 | 400 | 0 | — | -400 |
| FLOWERS FOODS INC(FLO) | 25,434 | 0 | -25,434 | 604 | 0 | — | -604 |
| PLAYAGS INC | 144,060 | 46,754 | -97,306 | 1,294 | 538 | 0.09% | -756 |
| LIMONEIRA CO(LMNR) | 50,046 | 0 | -50,046 | 979 | 0 | — | -979 |
| MISSION PRODUCE INC(AVO) | 112,097 | 0 | -112,097 | 1,331 | 0 | — | -1,331 |
| LEGACY HOUSING CORP(LEGH) | 71,197 | 0 | -71,197 | 1,532 | 0 | — | -1,532 |
| PETIQ INC | 447,639 | 282,298 | -165,341 | 8,183 | 6,227 | 1.05% | -1,955 |
| MERIDIANLINK INC | 113,196 | 0 | -113,196 | 2,117 | 0 | — | -2,117 |
| NCR ATLEOS CORPORATION(NATL) | 112,749 | 0 | -112,749 | 2,227 | 0 | — | -2,227 |
| MASTEC INC(MTZ) | 149,558 | 109,213 | -40,345 | 13,946 | 11,685 | 1.98% | -2,262 |
| FIRSTCASH HOLDINGS INC(FCFS) | 26,253 | 0 | -26,253 | 3,348 | 0 | — | -3,348 |
| CAMPING WORLD HLDGS INC(CWH) | 139,625 | 0 | -139,625 | 3,889 | 0 | — | -3,889 |
| GENERAC HLDGS INC(GNRC) | 32,462 | 0 | -32,462 | 4,095 | 0 | — | -4,095 |
| PRIMORIS SVCS CORP(PRIM) | 98,474 | 0 | -98,474 | 4,192 | 0 | — | -4,192 |
| ELANCO ANIMAL HEALTH INC(ELAN) | 258,672 | 0 | -258,672 | 4,211 | 0 | — | -4,211 |
| CARGURUS INC(CARG) | 182,920 | 0 | -182,920 | 4,222 | 0 | — | -4,222 |
| EURONET WORLDWIDE INC(EEFT) | 41,934 | 0 | -41,934 | 4,610 | 0 | — | -4,610 |
| RXO INC(RXO) | 213,892 | 0 | -213,892 | 4,678 | 0 | — | -4,678 |
| APPLIED INDL TECHNOLOGIES IN(AIT) | 24,170 | 0 | -24,170 | 4,775 | 0 | — | -4,775 |
| STRIDE INC(LRN) | 81,482 | 0 | -81,482 | 5,137 | 0 | — | -5,137 |
| ACUITY BRANDS INC(AYI) | 21,209 | 0 | -21,209 | 5,699 | 0 | — | -5,699 |
| PROG HOLDINGS INC(PRG) | 172,228 | 0 | -172,228 | 5,932 | 0 | — | -5,932 |
| EAGLE MATLS INC(EXP) | 27,650 | 7,186 | -20,464 | 7,514 | 1,563 | 0.26% | -5,951 |
| SEMTECH CORP(SMTC) | 257,690 | 14,398 | -243,292 | 7,084 | 430 | 0.07% | -6,654 |
| KORN FERRY(KFY) | 103,057 | 0 | -103,057 | 6,777 | 0 | — | -6,777 |
| SHERWIN WILLIAMS CO(SHW) | 22,404 | 1,296 | -21,108 | 7,782 | 387 | 0.07% | -7,395 |
| SILGAN HLDGS INC(SLGN) | 176,769 | 0 | -176,769 | 8,584 | 0 | — | -8,584 |
| ASTEC INDS INC | 209,685 | 0 | -209,685 | 9,165 | 0 | — | -9,165 |
| IDEX CORP(IEX) | 44,504 | 2,475 | -42,029 | 10,860 | 498 | 0.08% | -10,362 |
| MARINEMAX INC(HZO) | 323,872 | 0 | -323,872 | 10,772 | 0 | — | -10,772 |
| CALAVO GROWERS INC | 404,278 | 0 | -404,278 | 11,243 | 0 | — | -11,243 |
| AXALTA COATING SYS LTD(AXTA) | 328,005 | 0 | -328,005 | 11,280 | 0 | — | -11,280 |
| HARLEY DAVIDSON INC(HOG) | 269,702 | 0 | -269,702 | 11,797 | 0 | — | -11,797 |
| UPBOUND GROUP INC(UPBD) | 346,439 | 0 | -346,439 | 12,198 | 0 | — | -12,198 |
| ABM INDS INC | 307,701 | 0 | -307,701 | 13,730 | 0 | — | -13,730 |
| CELESTICA INC(CLS) | 495,488 | 0 | -495,488 | 22,267 | 0 | — | -22,267 |