Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q1 2026 ▲▼ | Q2 2026 ▲▼ | Change ▲▼ | Q1 2026 ▲▼ | Q2 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| MIDDLEBY CORP(MIDD) | 0 | 139,976 | +139,976 | 0 | 24,077 | 4.72% | +24,077 |
| MCGRATH RENTCORP(MGRC) | 27,632 | 210,294 | +182,662 | 3,047 | 25,452 | 4.99% | +22,405 |
| ESAB CORPORATION(ESAB) | 0 | 225,436 | +225,436 | 0 | 22,235 | 4.36% | +22,235 |
| DIEBOLD NIXDORF INC(DBD) | 0 | 226,051 | +226,051 | 0 | 19,219 | 3.77% | +19,219 |
| DOLE PLC(DOLE) | 0 | 1,084,247 | +1,084,247 | 0 | 14,876 | 2.91% | +14,876 |
| FRANKLIN ELEC INC(FELE) | 133,762 | 234,374 | +100,612 | 12,329 | 25,123 | 4.92% | +12,794 |
| REGAL REXNORD CORPORATION(RRX) | 0 | 51,848 | +51,848 | 0 | 12,350 | 2.42% | +12,350 |
| CORE & MAIN INC(CNM) | 0 | 253,259 | +253,259 | 0 | 12,220 | 2.39% | +12,220 |
| ZEBRA TECHNOLOGIES CORPORATI(ZBRA) | 0 | 44,188 | +44,188 | 0 | 11,633 | 2.28% | +11,633 |
| 3D SYS CORP DEL(DDD) | 0 | 3,279,375 | +3,279,375 | 0 | 9,904 | 1.94% | +9,904 |
| AEBI SCHMIDT HLDG AG(AEBI) | 1,602,638 | 1,903,833 | +301,195 | 15,562 | 23,893 | 4.68% | +8,331 |
| ARXIS INC | 0 | 159,914 | +159,914 | 0 | 7,378 | 1.45% | +7,378 |
| PHINIA INC(PHIN) | 263,422 | 298,155 | +34,733 | 18,029 | 24,559 | 4.81% | +6,530 |
| GREIF INC(GEF) | 376,048 | 415,191 | +39,143 | 25,222 | 30,928 | 6.06% | +5,706 |
| VERSIGENT PLC(VGNT) | 0 | 130,497 | +130,497 | 0 | 5,482 | 1.07% | +5,482 |
| MSC INDL DIRECT INC(MSM) | 289,622 | 258,570 | -31,052 | 26,723 | 30,757 | 6.03% | +4,033 |
| SENSATA TECHNOLOGIES HLDG PL SHS | 594,249 | 509,927 | -84,322 | 20,929 | 24,344 | 4.77% | +3,414 |
| ATMUS FILTRATION TECHNOLOGIE(ATMU) | 226,439 | 318,986 | +92,547 | 12,855 | 16,265 | 3.19% | +3,410 |
| APTIV PLC(APTV) | 356,746 | 450,892 | +94,146 | 24,772 | 27,676 | 5.42% | +2,903 |
| NATIONAL PRESTO INDS INC(NPK) | 138,696 | 173,578 | +34,882 | 19,010 | 21,696 | 4.25% | +2,686 |
| KENNAMETAL INC(KMT) | 1,116,265 | 1,227,027 | +110,762 | 40,331 | 43,007 | 8.43% | +2,677 |
| KORNIT DIGITAL LTD(KRNT) | 731,318 | 808,444 | +77,126 | 10,721 | 13,137 | 2.57% | +2,416 |
| BOISE CASCADE CO DEL(BCC) | 208,035 | 230,042 | +22,007 | 15,779 | 17,858 | 3.50% | +2,079 |
| GREIF INC(GEF) | 100,011 | 107,379 | +7,368 | 8,755 | 10,044 | 1.97% | +1,289 |
| FULGENT GENETICS INC(FLGT) | 170,069 | 193,061 | +22,992 | 2,704 | 3,962 | 0.78% | +1,258 |
| LKQ CORP(LKQ) | 466,795 | 555,563 | +88,768 | 13,710 | 14,628 | 2.87% | +918 |
| J & J SNACK FOODS CORP(JJSF) | 37,396 | 0 | -37,396 | 2,964 | 0 | — | -2,964 |
| HNI CORP(HNI) | 482,343 | 253,460 | -228,883 | 16,105 | 10,242 | 2.01% | -5,863 |
| DXP ENTERPRISES INC(DXPE) | 44,808 | 0 | -44,808 | 6,261 | 0 | — | -6,261 |
| TENARIS S A(TS) | 253,362 | 134,108 | -119,254 | 14,741 | 7,442 | 1.46% | -7,299 |
| SCANSOURCE INC(SCSC) | 231,306 | 0 | -231,306 | 8,396 | 0 | — | -8,396 |
| BLUELINX HLDGS INC(BXC) | 168,777 | 0 | -168,777 | 9,144 | 0 | — | -9,144 |
| AMN HEALTHCARE SVCS INC | 546,257 | 0 | -546,257 | 10,018 | 0 | — | -10,018 |
| TASKUS INC(TASK) | 1,712,806 | 0 | -1,712,806 | 11,493 | 0 | — | -11,493 |
| VAREX IMAGING CORP(VREX) | 1,241,238 | 0 | -1,241,238 | 13,170 | 0 | — | -13,170 |
| GLOBANT S A COM | 285,728 | 0 | -285,728 | 13,175 | 0 | — | -13,175 |
| RESIDEO TECHNOLOGIES INC(REZI) | 398,658 | 0 | -398,658 | 13,439 | 0 | — | -13,439 |
| DNOW INC(DNOW) | 1,402,563 | 0 | -1,402,563 | 16,705 | 0 | — | -16,705 |
| INSIGHT ENTERPRISES INC(NSIT) | 338,220 | 0 | -338,220 | 22,664 | 0 | — | -22,664 |
| THERMON GROUP HLDGS INC | 966,319 | 0 | -966,319 | 48,702 | 0 | — | -48,702 |