Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q1 2025 ▲▼ | Q2 2025 ▲▼ | Change ▲▼ | Q1 2025 ▲▼ | Q2 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| RUSH STREET INTERACTIVE INC(RSI) | 0 | 753,165 | +753,165 | 0 | 11,222 | 22.72% | +11,222 |
| MYR GROUP INC DEL(MYRG) | 0 | 32,500 | +32,500 | 0 | 5,897 | 11.94% | +5,897 |
| ARMSTRONG WORLD INDS INC NEW(AWI) | 0 | 35,000 | +35,000 | 0 | 5,685 | 11.51% | +5,685 |
| ENVIRI CORP(NVRI) | 0 | 645,670 | +645,670 | 0 | 5,604 | 11.35% | +5,604 |
| MASTEC INC(MTZ) | 0 | 30,000 | +30,000 | 0 | 5,113 | 10.35% | +5,113 |
| PRIMORIS SVCS CORP(PRIM) | 0 | 65,000 | +65,000 | 0 | 5,066 | 10.26% | +5,066 |
| AMRIZE LTD(AMRZ) | 0 | 60,000 | +60,000 | 0 | 2,973 | 6.02% | +2,973 |
| TUTOR PERINI CORP(TPC) | 0 | 41,617 | +41,617 | 0 | 1,947 | 3.94% | +1,947 |
| INTERNATIONAL GAME TECHNOLOG(BRSL) | 235,000 | 307,200 | +72,200 | 3,821 | 4,857 | 9.83% | +1,036 |
| KINGSWAY FINL SVCS INC(KWY) | 0 | 75,400 | +75,400 | 0 | 1,021 | 2.07% | +1,021 |
| THE REALREAL INC(REAL) | 50,770 | 0 | -50,770 | 274 | 0 | — | -274 |
| ACCEL ENTERTAINMENT INC(ACEL) | 108,746 | 0 | -108,746 | 1,079 | 0 | — | -1,079 |
| POTLATCHDELTIC CORPORATION | 25,000 | 0 | -25,000 | 1,128 | 0 | — | -1,128 |
| TURNING PT BRANDS INC(TPB) | 35,558 | 0 | -35,558 | 2,114 | 0 | — | -2,114 |
| FULL HSE RESORTS INC(FLL) | 530,228 | 0 | -530,228 | 2,216 | 0 | — | -2,216 |
| TITAN INTL INC ILL(TWI) | 540,649 | 0 | -540,649 | 4,536 | 0 | — | -4,536 |
| THOR INDS INC(THO) | 60,000 | 0 | -60,000 | 4,549 | 0 | — | -4,549 |
| CAMPING WORLD HLDGS INC(CWH) | 360,000 | 0 | -360,000 | 5,818 | 0 | — | -5,818 |
| GENIUS SPORTS LIMITED SHARES CL A | 700,000 | 0 | -700,000 | 7,007 | 0 | — | -7,007 |
| GOLDEN ENTMT INC | 300,000 | 0 | -300,000 | 7,917 | 0 | — | -7,917 |