Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q1 2026 ▲▼ | Q2 2026 ▲▼ | Change ▲▼ | Q1 2026 ▲▼ | Q2 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| WILLDAN GROUP INC(WLDN) | 0 | 359,806 | +359,806 | 0 | 28,461 | 5.72% | +28,461 |
| HINGE HEALTH INC(HNGE) | 0 | 272,100 | +272,100 | 0 | 22,584 | 4.54% | +22,584 |
| WAYSTAR HLDG CORP(WAY) | 0 | 1,039,000 | +1,039,000 | 0 | 21,331 | 4.29% | +21,331 |
| VALMONT INDS INC(VMI) | 0 | 36,480 | +36,480 | 0 | 21,071 | 4.24% | +21,071 |
| BRINKS CO(BCO) | 111,700 | 324,285 | +212,585 | 11,575 | 30,642 | 6.16% | +19,066 |
| XPEL INC(XPEL) | 1,924,258 | 1,989,758 | +65,500 | 85,168 | 98,692 | 19.85% | +13,524 |
| WEX INC(WEX) | 0 | 91,000 | +91,000 | 0 | 12,839 | 2.58% | +12,839 |
| INSULET CORP(PODD) | 0 | 82,600 | +82,600 | 0 | 12,576 | 2.53% | +12,576 |
| VALVOLINE INC(VVV) | 0 | 299,971 | +299,971 | 0 | 11,861 | 2.39% | +11,861 |
| DOUGLAS DYNAMICS INC(PLOW) | 0 | 192,342 | +192,342 | 0 | 10,377 | 2.09% | +10,377 |
| BRIGHTSPRING HEALTH SVCS INC(BTSG) | 1,423,400 | 977,000 | -446,400 | 60,651 | 68,136 | 13.70% | +7,485 |
| IDT CORP(IDT) | 97,010 | 97,010 | 0 | 4,763 | 5,642 | 1.13% | +879 |
| NCR ATLEOS CORPORATION(NATL) | 1,560,889 | 1,560,889 | 0 | 68,024 | 67,758 | 13.63% | -265 |
| TRIMAS CORP(TRS) | 223,448 | 0 | -223,448 | 8,031 | 0 | — | -8,031 |
| DAKTRONICS INC(DAKT) | 3,371,399 | 2,886,799 | -484,600 | 65,911 | 56,466 | 11.36% | -9,445 |
| TOAST INC(TOST) | 740,300 | 0 | -740,300 | 19,625 | 0 | — | -19,625 |
| CARGURUS INC(CARG) | 1,587,346 | 843,546 | -743,800 | 54,049 | 28,756 | 5.78% | -25,293 |