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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | FTAI AVIATION LTD | $260.2M | 1062210 | 2.67% |
| 2 | DARLING INGREDIENTS INC | $151.9M | 2455668 | 1.56% |
| 3 | UNITED THERAPEUTICS CORP DEL | $149.8M | 252702 | 1.54% |
| 4 | CIRCLE INTERNET GROUP INC | $147.7M | 1548150 | 1.52% |
| 5 | GRANITE CONSTR INC | $142.4M | 1187736 | 1.46% |
| 6 | STRIDE INC | $136.6M | 1549291 | 1.40% |
| 7 | AMENTUM HOLDINGS INC | $128.6M | 4930210 | 1.32% |
| 8 | XPO INC | $126.9M | 652073 | 1.30% |
| 9 | ALASKA AIR GROUP INC | $124.1M | 3373587 | 1.28% |
| 10 | KNIGHT-SWIFT TRANSN HLDGS IN | $120.1M | 2086544 | 1.23% |
| 11 | AKAMAI TECHNOLOGIES INC | $119.0M | 1036569 | 1.22% |
| 12 | EAGLE MATLS INC | $115.7M | 610654 | 1.19% |
| 13 | ULTRA CLEAN HLDGS INC | $111.1M | 1787451 | 1.14% |
| 14 | POPULAR INC | $107.5M | 800930 | 1.10% |
| 15 | ASHLAND INC | $106.4M | 1912689 | 1.09% |
| 16 | ATI INC | $101.0M | 694422 | 1.04% |
| 17 | JAZZ PHARMACEUTICALS PLC | $97.8M | 517284 | 1.01% |
| 18 | TIDEWATER INC NEW | $89.6M | 1072793 | 0.92% |
| 19 | APOGEE THERAPEUTICS INC | $89.6M | 1064483 | 0.92% |
| 20 | ENTEGRIS INC | $88.5M | 754706 | 0.91% |
| 21 | MONOLITHIC PWR SYS INC | $87.1M | 79699 | 0.90% |
| 22 | KIRBY CORP | $85.6M | 644329 | 0.88% |
| 23 | AGREE RLTY CORP | $83.0M | 1101386 | 0.85% |
| 24 | SANMINA CORP | $82.6M | 637388 | 0.85% |
| 25 | INSMED INC | $76.8M | 469561 | 0.79% |
| 26 | ASTERA LABS INC | $75.4M | 688213 | 0.78% |
| 27 | LIBERTY ENERGY INC | $71.8M | 2494222 | 0.74% |
| 28 | BRIDGEBIO PHARMA INC | $71.1M | 957989 | 0.73% |
| 29 | BUILDERS FIRSTSOURCE INC | $70.8M | 860494 | 0.73% |
| 30 | BURLINGTON STORES INC | $70.5M | 216537 | 0.72% |
| 31 | PERDOCEO ED CORP | $68.7M | 1846986 | 0.71% |
| 32 | WEATHERFORD INTL PLC | $68.6M | 725497 | 0.71% |
| 33 | ROYAL CARIBBEAN GROUP | $65.6M | 238299 | 0.67% |
| 34 | INTUITIVE MACHINES INC | $65.2M | 3513799 | 0.67% |
| 35 | WINTRUST FINL CORP | $64.2M | 462012 | 0.66% |
| 36 | SAIA INC | $64.1M | 182492 | 0.66% |
| 37 | SILA REALTY TRUST INC | $63.9M | 2696692 | 0.66% |
| 38 | KYMERA THERAPEUTICS INC | $63.3M | 759848 | 0.65% |
| 39 | FIRST BANCORP CORPORATION | $62.5M | 2923738 | 0.64% |
| 40 | INDIE SEMICONDUCTOR INC | $62.0M | 19246088 | 0.64% |
| 41 | RENASANT CORP | $61.5M | 1702713 | 0.63% |
| 42 | NATERA INC | $58.9M | 294347 | 0.61% |
| 43 | ANTERO RESOURCES CORP | $57.3M | 1349237 | 0.59% |
| 44 | ELANCO ANIMAL HEALTH INC | $56.5M | 2362526 | 0.58% |
| 45 | LATTICE SEMICONDUCTOR CORP | $56.1M | 605318 | 0.58% |
| 46 | EVERPURE INC | $55.8M | 944522 | 0.57% |
| 47 | EASTERN BANKSHARES INC | $55.6M | 2840293 | 0.57% |
| 48 | SELECTIVE INS GROUP INC | $55.0M | 729748 | 0.57% |
| 49 | FIRST INDL RLTY TR INC | $54.7M | 946365 | 0.56% |
| 50 | TERADYNE INC | $54.3M | 183204 | 0.56% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.