CIK: 0001713521
Total reported value
$360.8M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ENSG | Ensign Group Inc/the | Stock-Healthcare | 2.95% | +0.21% | -4.18% | |
| 2 | EME | Emcor Group INC | Stock-Industrials | 2.50% | — | +3.52% | |
| 3 | MEI | Methode Electronics INC | Stock-Other | 2.24% | — | +3.51% | |
| 4 | AMRC | Ameresco Inc-cl A | Stock-Other | 2.20% | — | +3.29% | |
| 5 | MEDP | Medpace Holdings INC | Stock-Healthcare | 2.15% | — | +3.35% | |
| 6 | FIX | Comfort Systems USA INC | Stock-Industrials | 2.13% | — | +3.51% | |
| 7 | LMAT | Lemaitre Vascular INC | Stock-Other | 2.05% | +0.54% | +3.49% | |
| 8 | ROG | Rogers CORP | Stock-Other | 2.05% | -0.66% | EXIT | |
| 9 | TTEK | Tetra Tech INC | Stock-Industrials | 2.01% | — | +3.36% | |
| 10 | ONTO | Onto Innovation INC | Stock-Tech | 1.78% | +0.60% | +3.44% | |
| 11 | CASY | Casey's General Stores INC | Stock-Consumer Disc | 1.74% | — | +3.30% | |
| 12 | ATEN | A10 Networks INC | Stock-Other | 1.74% | +0.60% | +3.49% | |
| 13 | GBCI | Glacier Bancorp INC | Stock-Financials | 1.73% | +0.03% | +3.52% | |
| 14 | FFIN | First Finl Bankshares INC | Stock-Financials | 1.59% | — | +3.50% | |
| 15 | DIOD | Diodes INC | Stock-Other | 1.57% | +0.54% | +3.53% | |
| 16 | LHCGUSD | Lhc Group INC | Stock-Other | 1.53% | — | +3.49% | |
| 17 | RBC | RBC Bearings INC | Stock-Industrials | 1.51% | +0.46% | -1.10% | |
| 18 | GMED | Globus Medical INC - A | Stock-Healthcare | 1.51% | -0.58% | +3.50% | |
| 19 | AMN | Amn Healthcare Services INC | Stock-Other | 1.48% | — | +3.33% | |
| 20 | OMCL | Omnicell INC | Stock-Healthcare | 1.46% | -0.24% | +18.48% | |
| 21 | LAD | Lithia Motors INC | Stock-Consumer Disc | 1.46% | -0.45% | +3.52% | |
| 22 | LSTR | Landstar System INC | Stock-Industrials | 1.43% | — | +3.52% | |
| 23 | UFPI | Ufp Industries INC | Stock-Materials | 1.38% | — | +3.53% | |
| 24 | WHD | Cactus INC - A | Stock-Other | 1.31% | — | +3.55% | |
| 25 | USPH | U.s. Physical Therapy INC | Stock-Other | 1.30% | — | +3.54% | |
| 26 | PFGC | Performance Food Group Co | Stock-Consumer Staples | 1.29% | — | +3.44% | |
| 27 | AXON | Axon Enterprise INC | Stock-Industrials | 1.24% | — | +3.52% | |
| 28 | COHR | Coherent CORP | Stock-Tech | 1.23% | — | — | |
| 29 | ADUS | Addus Homecare CORP | Stock-Other | 1.21% | +1.02% | +3.51% | |
| 30 | SUPN | Supernus Pharmaceuticals INC | Stock-Healthcare | 1.18% | — | +3.45% | |
| 31 | SMTC | Semtech CORP | Stock-Tech | 1.16% | — | +29.27% | |
| 32 | ZD | Ziff Davis INC | Stock-Other | 1.15% | — | +3.34% | |
| 33 | LZB | La-z-boy INC | Stock-Other | 1.10% | — | +3.46% | |
| 34 | LITE | Lumentum Holdings INC | Stock-Tech | 1.10% | — | +3.53% | |
| 35 | DRQEUR | Dril-quip INC | Stock-Other | 1.09% | — | +3.41% | |
| 36 | JJSF | J & J Snack Foods CORP | Stock-Other | 1.06% | — | +3.31% | |
| 37 | AMED | Amedisys INC | Stock-Other | 1.05% | — | +3.52% | |
| 38 | HOPE | Hope Bancorp INC | Stock-Other | 1.04% | — | +3.51% | |
| 39 | MTZ | Mastec INC | Stock-Industrials | 1.03% | — | +3.52% | |
| 40 | ACLS | Axcelis Technologies INC | Stock-Tech | 1.02% | — | +3.38% | |
| 41 | DORM | Dorman Products INC | Stock-Consumer Disc | 1.01% | -0.23% | +3.54% | |
| 42 | MTSI | Macom Technology Solutions H | Stock-Tech | 1.00% | — | +3.42% | |
| 43 | AIN | Albany Intl Corp-cl A | Stock-Other | 0.98% | — | +3.48% | |
| 44 | KWR | Quaker Chemical Corporation | Stock-Other | 0.97% | — | +3.40% | |
| 45 | IIIN | Insteel Industries INC | Stock-Other | 0.95% | — | +19.61% | |
| 46 | GTY | Getty Realty CORP | Stock-Other | 0.95% | — | +3.46% | |
| 47 | CCS | Century Communities INC | Stock-Other | 0.90% | +0.22% | +3.52% | |
| 48 | EVTC | Evertec INC | Stock-Other | 0.90% | — | +3.51% | |
| 49 | EXPO | Exponent INC | Stock-Industrials | 0.89% | — | +3.47% | |
| 50 | VPG | Vishay Precision Group | Stock-Other | 0.89% | -0.21% | +3.30% |