Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2024 ▲▼ | Q1 2025 ▲▼ | Change ▲▼ | Q4 2024 ▲▼ | Q1 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| BIRD CONSTRUCTION INC | 0 | 1,120,800 | +1,120,800 | 0 | 16,962 | 2.79% | +16,962 |
| ASTRONICS CORP | 2,060,000 | 2,060,000 | 0 | 32,878 | 49,790 | 8.18% | +16,913 |
| SITEONE LANDSCAPE SUPPLY INC(SITE) | 0 | 100,000 | +100,000 | 0 | 12,144 | 1.99% | +12,144 |
| MRC GLOBAL INC | 550,000 | 1,565,000 | +1,015,000 | 7,029 | 17,966 | 2.95% | +10,937 |
| NLIGHT INC(LASR) | 0 | 754,000 | +754,000 | 0 | 5,859 | 0.96% | +5,859 |
| MYR GROUP INC(MYRG) | 200,000 | 279,100 | +79,100 | 29,754 | 31,563 | 5.18% | +1,809 |
| MATRIX SERVICE CO | 1,179,901 | 1,184,100 | +4,199 | 14,123 | 14,718 | 2.42% | +595 |
| CLEARFIELD INC | 720,000 | 687,200 | -32,800 | 22,320 | 20,424 | 3.35% | -1,896 |
| MASTERBRAND INC(MBC) | 1,475,000 | 1,302,500 | -172,500 | 21,550 | 17,011 | 2.79% | -4,539 |
| TRNS(TRNS) | 45,000 | 0 | -45,000 | 4,758 | 0 | — | -4,758 |
| ENERSYS(ENS) | 671,024 | 624,324 | -46,700 | 62,023 | 57,176 | 9.39% | -4,847 |
| CENTURI HOLDINGS INC.(CTRI) | 1,300,000 | 1,220,591 | -79,409 | 25,103 | 20,005 | 3.29% | -5,098 |
| JBT MAREL CORPORATION(JBTM) | 400,000 | 369,800 | -30,200 | 50,840 | 45,190 | 7.42% | -5,650 |
| MIRION TECHNOLOGIES INC(MIR) | 1,815,000 | 1,618,356 | -196,644 | 31,672 | 23,466 | 3.85% | -8,206 |
| GRANITE CONSTRUCTION INC(GVA) | 284,000 | 190,700 | -93,300 | 24,910 | 14,379 | 2.36% | -10,531 |
| CECO ENVIRONMENTAL CORP(CECO) | 1,272,000 | 1,201,000 | -71,000 | 38,453 | 27,383 | 4.50% | -11,070 |
| BWA | 351,400 | 0 | -351,400 | 11,171 | 0 | — | -11,171 |
| MATERION CORP(MTRN) | 494,800 | 459,200 | -35,600 | 48,926 | 37,471 | 6.15% | -11,455 |
| ATS CORP(ATS) | 2,093,196 | 2,013,196 | -80,000 | 63,801 | 50,189 | 8.24% | -13,612 |
| APTV(APTV) | 240,000 | 0 | -240,000 | 14,515 | 0 | — | -14,515 |
| NEOG(NEOG) | 1,206,796 | 0 | -1,206,796 | 14,651 | 0 | — | -14,651 |
| MASTEC INC(MTZ) | 531,800 | 462,700 | -69,100 | 72,399 | 54,002 | 8.87% | -18,398 |
| ESI(ESI) | 750,000 | 0 | -750,000 | 19,073 | 0 | — | -19,072 |
| DYCOM INDUSTRIES INC(DY) | 445,500 | 382,800 | -62,700 | 77,544 | 58,316 | 9.58% | -19,228 |
| ROGERS CORP(ROG) | 580,000 | 517,500 | -62,500 | 58,934 | 34,947 | 5.74% | -23,987 |