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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | THERMON GROUP HLDGS INC | $48.7M | 966319 | 10.20% |
| 2 | KENNAMETAL INC | $40.3M | 1116265 | 8.45% |
| 3 | MSC INDL DIRECT INC | $26.7M | 289622 | 5.60% |
| 4 | GREIF INC | $25.2M | 376048 | 5.28% |
| 5 | APTIV PLC | $24.8M | 356746 | 5.19% |
| 6 | INSIGHT ENTERPRISES INC | $22.7M | 338220 | 4.75% |
| 7 | SENSATA TECHNOLOGIES HLDG PL | $20.9M | 594249 | 4.38% |
| 8 | NATIONAL PRESTO INDS INC | $19.0M | 138696 | 3.98% |
| 9 | PHINIA INC | $18.0M | 263422 | 3.78% |
| 10 | DNOW INC | $16.7M | 1402563 | 3.50% |
| 11 | HNI CORP | $16.1M | 482343 | 3.37% |
| 12 | BOISE CASCADE CO DEL | $15.8M | 208035 | 3.30% |
| 13 | AEBI SCHMIDT HLDG AG | $15.6M | 1602638 | 3.26% |
| 14 | TENARIS S A | $14.7M | 253362 | 3.09% |
| 15 | LKQ CORP | $13.7M | 466795 | 2.87% |
| 16 | RESIDEO TECHNOLOGIES INC | $13.4M | 398658 | 2.81% |
| 17 | GLOBANT S A | $13.2M | 285728 | 2.76% |
| 18 | VAREX IMAGING CORP | $13.2M | 1241238 | 2.76% |
| 19 | ATMUS FILTRATION TECHNOLOGIE | $12.9M | 226439 | 2.69% |
| 20 | FRANKLIN ELEC INC | $12.3M | 133762 | 2.58% |
| 21 | TASKUS INC | $11.5M | 1712806 | 2.41% |
| 22 | KORNIT DIGITAL LTD | $10.7M | 731318 | 2.25% |
| 23 | AMN HEALTHCARE SVCS INC | $10.0M | 546257 | 2.10% |
| 24 | BLUELINX HLDGS INC | $9.1M | 168777 | 1.92% |
| 25 | GREIF INC | $8.8M | 100011 | 1.83% |
| 26 | SCANSOURCE INC | $8.4M | 231306 | 1.76% |
| 27 | DXP ENTERPRISES INC | $6.3M | 44808 | 1.31% |
| 28 | MCGRATH RENTCORP | $3.0M | 27632 | 0.64% |
| 29 | J & J SNACK FOODS CORP | $3.0M | 37396 | 0.62% |
| 30 | FULGENT GENETICS INC | $2.7M | 170069 | 0.57% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.