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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | GILDAN ACTIVEWEAR INC | $85.0M | 1527395 | 14.75% |
| 2 | INGEVITY CORP | $69.9M | 982015 | 12.14% |
| 3 | WISDOMTREE INC | $67.9M | 4665985 | 11.79% |
| 4 | BRINKS CO | $60.9M | 587680 | 10.57% |
| 5 | AUTONATION INC | $57.6M | 294965 | 10.00% |
| 6 | BRINKS COCALL | $37.2M | 358500 | 6.45% |
| 7 | KOPPERS HOLDINGS INC | $36.5M | 944430 | 6.34% |
| 8 | DONNELLEY FINL SOLUTIONS INC | $28.2M | 597725 | 4.89% |
| 9 | PRIMO BRANDS CORPORATION | $26.9M | 1426785 | 4.66% |
| 10 | STRIDE INC | $26.7M | 302310 | 4.63% |
| 11 | DRIVEN BRANDS HLDGS INC | $26.5M | 2104955 | 4.61% |
| 12 | TENNANT CO | $24.8M | 372950 | 4.30% |
| 13 | MATTHEWS INTL CORP | $18.2M | 706420 | 3.17% |
| 14 | PELOTON INTERACTIVE INC | $5.2M | 1209925 | 0.90% |
| 15 | CONCENTRA GROUP HOLDINGS PAR | $4.7M | 217665 | 0.81% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.