| GIII G-III Apparel Group Ltd. | 3.27% | 124,887 | $4.1M | No change |
| PLXS Plexus Corp. | 3.24% | 25,845 | $4.0M | No change |
| SCSC Scansource Inc. | 2.69% | 70,577 | $3.3M | No change |
| OPY Oppenheimer Holdings Class A | 2.54% | 49,394 | $3.2M | Add +5.2% |
| BOX Box Inc. Class A | 2.54% | 100,008 | $3.2M | Add +3.9% |
| PDCO Patterson Cos Inc. | 2.52% | 101,685 | $3.1M | Add +7.8% |
| VKTX Viking Therapeutics Inc. | 2.38% | 73,714 | $3.0M | Add +8.4% |
| JHG Janus Henderson Group PLC | 2.34% | 68,702 | $2.9M | Add +5.1% |
| KTOS Kratos Defense & Security | 2.32% | 109,751 | $2.9M | No change |
| CROX Crocs Inc. | 2.30% | 26,184 | $2.9M | Reduce -0.7% |
| LOB Live Oak Bancshares Inc. | 2.26% | 71,135 | $2.8M | No change |
| FCFS Firstcash Holdings Inc. | 2.15% | 25,850 | $2.7M | No change |
| VSXY Victoria's Secret & Co. | 2.11% | 63,357 | $2.6M | Add +6.9% |
| UA Under Armour Inc. Class C | 2.04% | 341,068 | $2.5M | No change |
| GMED Globus Medical Inc. Class A | 2.00% | 30,073 | $2.5M | Reduce -0.9% |
| NVST Envista Holdings Corp. | 1.97% | 127,597 | $2.5M | Add +6.0% |
| ENR Energizer Holdings Inc. | 1.97% | 70,460 | $2.5M | No change |
| MTZ Mastec Inc. | 1.97% | 18,037 | $2.5M | No change |
| HP Helmerich & Payne | 1.96% | 76,461 | $2.4M | Add +9.4% |
| WDFC WD-40 Co. | 1.95% | 10,006 | $2.4M | No change |
| TSLA Tesla Inc. | 1.85% | 5,706 | $2.3M | Reduce -3.0% |
| NFLX Netflix Inc. | 1.85% | 2,583 | $2.3M | Reduce -3.4% |
| BCO The Brink's Co. | 1.83% | 24,648 | $2.3M | Add +13.9% |
| TEX Terex Corp. | 1.80% | 48,514 | $2.2M | Add +7.5% |
| AAPL Apple Inc. | 1.77% | 8,791 | $2.2M | Reduce -3.2% |
| GT Goodyear Tire & Rubber Co. | 1.68% | 232,814 | $2.1M | No change |
| NVDA Nvidia Corp. | 1.64% | 15,208 | $2.0M | Reduce -3.1% |
| SBH Sally Beauty Holdings Inc. | 1.63% | 194,209 | $2.0M | Add +9.5% |
| MSFT Microsoft Corp. | 1.52% | 4,483 | $1.9M | Reduce -2.9% |
| SYNA Synaptics Inc. | 1.51% | 24,716 | $1.9M | Add +8.9% |
| NSP Insperity Inc. | 1.49% | 23,967 | $1.9M | No change |
| WCC Wesco International Inc. | 1.47% | 10,136 | $1.8M | No change |
| FICO Fair Isaac Corp. | 1.39% | 872 | $1.7M | No change |
| WGO Winnebago Industries | 1.39% | 36,304 | $1.7M | No change |
| V Visa Inc. Class A | 1.28% | 5,030 | $1.6M | Reduce -3.8% |
| VNDA Vanda Pharmaceuticals Inc. | 1.27% | 329,822 | $1.6M | No change |
| EGBN Eagle Bancorp Inc. | 1.26% | 60,555 | $1.6M | No change |
| GOOGL Alphabet Inc. Class A | 1.24% | 8,178 | $1.5M | No change |
| RRX Regal Rexnord Corp. | 1.24% | 9,952 | $1.5M | No change |
| AXP American Express Co. | 1.22% | 5,142 | $1.5M | Reduce -2.6% |
| HD Home Depot Inc. | 1.21% | 3,884 | $1.5M | Reduce -3.1% |
| SAM Boston Beer Company Inc. Class A | 1.17% | 4,848 | $1.5M | No change |
| JPM JPMorgan Chase & Co. | 1.16% | 6,022 | $1.4M | Reduce -3.9% |
| HOV Hovnanian Enterprises-A | 1.09% | 10,109 | $1.4M | No change |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.99% | 11,122 | $1.2M | Reduce -4.2% |
| CALY Callaway Golf Company filed as TOPGOLF CALLAWAY BRANDS CORP | 0.95% | 150,170 | $1.2M | No change |
| FDS Factset Research Systems Inc. | 0.91% | 2,349 | $1.1M | No change |
| ABBV Abbvie Inc. | 0.89% | 6,243 | $1.1M | Reduce -3.7% |
| RS Reliance Inc. | 0.86% | 3,970 | $1.1M | Reduce -1.7% |
| XYZ Block Inc. | 0.80% | 11,796 | $1.0M | Reduce -4.4% |
| UNH Unitedhealth Group Inc. | 0.80% | 1,974 | $999K | No change |
| COST Costco Wholesale Corp. | 0.76% | 1,035 | $948K | No change |
| PG The Procter & Gamble Co. | 0.75% | 5,581 | $936K | Reduce -4.1% |
| PEP Pepsico Inc. | 0.70% | 5,752 | $875K | Reduce -3.5% |
| GS Goldman Sachs Group Inc. | 0.69% | 1,507 | $863K | No change |
| AMGN Amgen Inc. | 0.68% | 3,270 | $852K | Reduce -2.4% |
| NKE Nike Inc. Class B | 0.67% | 10,989 | $832K | Reduce -3.8% |
| MKC McCormick & Co.-Non VTG SHRS | 0.59% | 9,643 | $735K | Reduce -4.5% |
| ROL Rollins Inc. | 0.58% | 15,554 | $721K | Reduce -2.5% |
| INTC Intel Corp. | 0.55% | 33,919 | $680K | Reduce -2.7% |
| F Ford Motor Co. filed as FORD MTR CO | 0.51% | 63,782 | $631K | Reduce -4.2% |
| ADBE Adobe Inc. | 0.50% | 1,404 | $624K | No change |
| CSCO Cisco Systems Inc. | 0.47% | 9,950 | $589K | No change |
| LLY Eli Lilly & Co. | 0.46% | 742 | $573K | Reduce -3.8% |
| AKAM Akamai Technologies Inc. | 0.46% | 5,938 | $568K | Reduce -7.0% |
| GOOG Alphabet Inc. Class C | 0.45% | 2,968 | $565K | Reduce -10.2% |
| TTWO Take-Two Interactive Softwre | 0.39% | 2,616 | $482K | No change |
| UPS United Parcel Service Class B | 0.38% | 3,756 | $474K | Reduce -6.1% |
| TGT Target Corp. | 0.35% | 3,260 | $441K | Reduce -7.3% |
| HON Honeywell International Inc. | 0.35% | 1,949 | $440K | No change |
| KMB Kimberly-Clark Corp. | 0.33% | 3,146 | $412K | Reduce -6.4% |
| SBUX Starbucks Corp. | 0.30% | 4,154 | $379K | No change |
| EMN Eastman Chemical Co. | 0.27% | 3,631 | $332K | No change |
| COO The Cooper Cos Inc. | 0.25% | 3,408 | $313K | Reduce -6.3% |
| PFE Pfizer Inc. | 0.25% | 11,595 | $308K | No change |
| MRNA Moderna Inc. | 0.23% | 6,786 | $282K | Reduce -3.6% |
| HCA HCA Healthcare Inc. | 0.22% | 934 | $280K | Reduce -10.4% |
| MDT Medtronic PLC | 0.18% | 2,885 | $230K | Reduce -9.2% |