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| # | Issuer | Value | Shares | % Portfolio |
|---|---|---|---|---|
| 1 | ESCO TECHNOLOGIES INC | $8.8M | 31241 | 2.95% |
| 2 | SENSATA TECHNOLOGIES HLDG PL | $7.7M | 218646 | 2.58% |
| 3 | ENPRO INC | $7.3M | 29252 | 2.46% |
| 4 | CRANE COMPANY | $7.3M | 42520 | 2.44% |
| 5 | FEDERAL SIGNAL CORP | $7.2M | 66896 | 2.43% |
| 6 | GRIFFON CORP | $6.8M | 93282 | 2.27% |
| 7 | TIMKEN CO | $6.0M | 59413 | 2.00% |
| 8 | GREENBRIER COS INC | $5.7M | 107580 | 1.90% |
| 9 | BALCHEM CORP | $5.5M | 32696 | 1.86% |
| 10 | IDEX CORP | $5.5M | 28816 | 1.83% |
| 11 | TUTOR PERINI CORP | $4.7M | 61210 | 1.58% |
| 12 | ASTRONICS CORP | $4.4M | 65410 | 1.46% |
| 13 | ECOVYST INC | $3.9M | 306542 | 1.32% |
| 14 | CELLEBRITE DI LTD | $3.9M | 286013 | 1.32% |
| 15 | SPX TECHNOLOGIES INC | $3.0M | 15150 | 1.02% |
| 16 | HILLMAN SOLUTIONS CORP | $2.8M | 332524 | 0.93% |
| 17 | ASTEC INDS INC | $2.5M | 46289 | 0.84% |
| 18 | STANDARD MTR PRODS INC | $2.2M | 64201 | 0.75% |
| 19 | MITEK SYS INC | $1.9M | 143430 | 0.65% |
| 20 | UNITED STS LIME & MINERALS I | $1.9M | 14587 | 0.64% |
| 21 | MDA SPACE LTD | $1.8M | 71378 | 0.61% |
| 22 | NWPX INFRASTRUCTURE INC | $1.6M | 20826 | 0.54% |
| 23 | MAYVILLE ENGR CO INC | $1.6M | 87458 | 0.53% |
| 24 | GIBRALTAR INDS INC | $1.6M | 39328 | 0.53% |
| 25 | VALMONT INDS INC | $1.4M | 3613 | 0.48% |
| 26 | MATRIX SVC CO | $1.3M | 114058 | 0.44% |
| 27 | AEBI SCHMIDT HLDG AG | $1.1M | 114927 | 0.37% |
| 28 | M-TRON INDS INC | $1.1M | 15769 | 0.35% |
| 29 | FREQUENCY ELECTRS INC | $297K | 6717 | 0.10% |
| 30 | M-TRON INDS INC | $16K | 15769 | 0.01% |
Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.