Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q1 2026 ▲▼ | Q2 2026 ▲▼ | Change ▲▼ | Q1 2026 ▲▼ | Q2 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| ARCBEST CORP(ARCB) | 0 | 85,000 | +85,000 | 0 | 12,201 | 4.69% | +12,201 |
| KNIGHT-SWIFT TRANSN HLDGS IN(KNX) | 65,000 | 200,000 | +135,000 | 3,743 | 15,574 | 5.98% | +11,831 |
| CLEAN HARBORS INC(CLH) | 0 | 35,000 | +35,000 | 0 | 10,456 | 4.02% | +10,456 |
| TFI INTERNATIONAL INC(TFII) | 0 | 70,000 | +70,000 | 0 | 10,050 | 3.86% | +10,050 |
| ELI LILLY & CO(LLY) | 0 | 7,500 | +7,500 | 0 | 8,996 | 3.46% | +8,996 |
| FLOOR & DECOR HLDGS INC(FND) | 0 | 150,000 | +150,000 | 0 | 8,904 | 3.42% | +8,904 |
| FTAI AVIATION LTD(FTAI) | 0 | 27,500 | +27,500 | 0 | 7,440 | 2.86% | +7,440 |
| VEEVA SYS INC(VEEV) | 0 | 40,000 | +40,000 | 0 | 7,099 | 2.73% | +7,099 |
| SEADRILL LTD(SDRL) | 0 | 185,000 | +185,000 | 0 | 6,997 | 2.69% | +6,997 |
| AXON ENTERPRISE INC(AXON) | 10,000 | 20,000 | +10,000 | 4,247 | 11,212 | 4.31% | +6,965 |
| REPUBLIC SVCS INC(RSG) | 0 | 32,500 | +32,500 | 0 | 6,925 | 2.66% | +6,925 |
| COVENANT LOGISTICS GROUP INC(CVLG) | 135,000 | 225,000 | +90,000 | 3,665 | 9,941 | 3.82% | +6,275 |
| GUIDEWIRE SOFTWARE INC(GWRE) | 0 | 50,000 | +50,000 | 0 | 6,153 | 2.36% | +6,153 |
| CANADIAN NAT RES LTD MED TER(CNQ) | 0 | 150,000 | +150,000 | 0 | 5,925 | 2.28% | +5,925 |
| ALIGN TECHNOLOGY INC | 0 | 33,000 | +33,000 | 0 | 5,566 | 2.14% | +5,566 |
| RANGER ENERGY SVCS INC(RNGR) | 0 | 325,000 | +325,000 | 0 | 5,203 | 2.00% | +5,203 |
| LANDSTAR SYS INC(LSTR) | 0 | 25,000 | +25,000 | 0 | 5,170 | 1.99% | +5,170 |
| A10 NETWORKS INC | 0 | 135,000 | +135,000 | 0 | 5,044 | 1.94% | +5,044 |
| MKS INC.(MKSI) | 0 | 11,000 | +11,000 | 0 | 4,893 | 1.88% | +4,893 |
| HUNT J B TRANS SVCS INC(JBHT) | 40,000 | 44,000 | +4,000 | 8,476 | 12,735 | 4.89% | +4,259 |
| DIAMONDBACK ENERGY INC(FANG) | 1,422 | 25,000 | +23,578 | 281 | 4,395 | 1.69% | +4,113 |
| MICRON TECHNOLOGY INC(MU) | 0 | 3,500 | +3,500 | 0 | 4,040 | 1.55% | +4,040 |
| VEECO INSTRS INC DEL(VECO) | 0 | 50,000 | +50,000 | 0 | 3,790 | 1.46% | +3,790 |
| CASELLA WASTE SYS INC(CWST) | 65,000 | 85,000 | +20,000 | 5,157 | 8,242 | 3.17% | +3,085 |
| FEDERAL SIGNAL CORP(FSS) | 50,000 | 65,000 | +15,000 | 5,407 | 8,352 | 3.21% | +2,945 |
| COHU INC(COHU) | 185,000 | 115,000 | -70,000 | 5,665 | 8,500 | 3.27% | +2,835 |
| CACI INTL INC(CACI) | 5,500 | 12,500 | +7,000 | 2,991 | 5,791 | 2.22% | +2,799 |
| ADVANCED ENERGY INDS | 15,000 | 20,000 | +5,000 | 4,841 | 7,457 | 2.86% | +2,617 |
| MYR GROUP INC(MYRG) | 15,000 | 12,500 | -2,500 | 4,235 | 6,255 | 2.40% | +2,020 |
| BOOT BARN HLDGS INC | 20,000 | 30,000 | +10,000 | 2,927 | 4,928 | 1.89% | +2,001 |
| AMERICAN PUB ED INC(APEI) | 150,000 | 165,000 | +15,000 | 8,532 | 8,861 | 3.40% | +329 |
| MONOLITHIC PWR SYS INC(MPWR) | 4,000 | 3,000 | -1,000 | 4,373 | 4,147 | 1.59% | -226 |
| KULICKE & SOFFA INDS INC(KLIC) | 60,000 | 22,500 | -37,500 | 3,943 | 3,010 | 1.16% | -934 |
| ONTO INNOVATION INC(ONTO) | 30,000 | 13,000 | -17,000 | 6,152 | 4,920 | 1.89% | -1,232 |
| ICHOR HOLDINGS SHS | 100,000 | 30,000 | -70,000 | 4,661 | 3,368 | 1.29% | -1,293 |
| COMFORT SYS USA INC(FIX) | 4,000 | 2,000 | -2,000 | 5,516 | 3,964 | 1.52% | -1,552 |
| TURNING PT BRANDS INC(TPB) | 65,000 | 45,000 | -20,000 | 5,641 | 3,816 | 1.47% | -1,825 |
| CELSIUS HLDGS INC(CELH) | 75,000 | 0 | -75,000 | 2,661 | 0 | — | -2,661 |
| NEWMONT CORP(NEM) | 30,000 | 0 | -30,000 | 3,248 | 0 | — | -3,247 |
| SHOALS TECHNOLOGIES GROUP IN(SHLS) | 500,000 | 0 | -500,000 | 3,290 | 0 | — | -3,290 |
| CARLISLE COS INC(CSL) | 10,000 | 0 | -10,000 | 3,336 | 0 | — | -3,336 |
| BENCHMARK ELECTRS INC(BHE) | 60,000 | 0 | -60,000 | 3,364 | 0 | — | -3,364 |
| AEBI SCHMIDT HLDG AG(AEBI) | 350,000 | 0 | -350,000 | 3,399 | 0 | — | -3,398 |
| POWELL INDS INC(POWL) | 6,500 | 0 | -6,500 | 3,517 | 0 | — | -3,517 |
| CECO ENVIRONMENTAL CORP(CECO) | 65,000 | 0 | -65,000 | 3,873 | 0 | — | -3,873 |
| XPO INC(XPO) | 20,000 | 0 | -20,000 | 3,891 | 0 | — | -3,891 |
| KNIFE RIVER CORP(KNF) | 50,000 | 0 | -50,000 | 4,083 | 0 | — | -4,082 |
| MARTEN TRANS LTD(MRTN) | 350,000 | 0 | -350,000 | 4,596 | 0 | — | -4,595 |
| ULTRA CLEAN HLDGS INC(UCTT) | 75,000 | 0 | -75,000 | 4,664 | 0 | — | -4,663 |
| PERMIAN RESOURCES CORP(PR) | 300,000 | 0 | -300,000 | 6,396 | 0 | — | -6,396 |
| OLD DOMINION FREIGHT LINE IN(ODFL) | 40,000 | 0 | -40,000 | 7,816 | 0 | — | -7,816 |
| WASTE MGMT INC DEL(WM) | 40,000 | 0 | -40,000 | 9,192 | 0 | — | -9,192 |