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 | 2.64% | +0.21% | +6.15% | |
| 2 | FIX | Comfort Systems USA INC | Stock-Industrials | 2.62% | — | +5.33% | |
| 3 | MEDP | Medpace Holdings INC | Stock-Healthcare | 2.62% | — | +6.08% | |
| 4 | TTEK | Tetra Tech INC | Stock-Industrials | 2.06% | — | +13.24% | |
| 5 | STRL | Sterling Infrastructure INC | Stock-Industrials | 1.76% | +0.79% | +26.85% | |
| 6 | UFPI | Ufp Industries INC | Stock-Materials | 1.75% | — | -8.43% | |
| 7 | LAD | Lithia Motors INC | Stock-Consumer Disc | 1.73% | -0.45% | +31.66% | |
| 8 | ATEN | A10 Networks INC | Stock-Other | 1.73% | +0.60% | +40.07% | |
| 9 | RBC | RBC Bearings INC | Stock-Industrials | 1.70% | +0.46% | +13.08% | |
| 10 | GBCI | Glacier Bancorp INC | Stock-Financials | 1.66% | +0.03% | +13.35% | |
| 11 | PFGC | Performance Food Group Co | Stock-Consumer Staples | 1.63% | — | +13.17% | |
| 12 | LMAT | Lemaitre Vascular INC | Stock-Other | 1.57% | +0.54% | +21.16% | |
| 13 | IIIN | Insteel Industries INC | Stock-Other | 1.55% | — | +20.40% | |
| 14 | CCS | Century Communities INC | Stock-Other | 1.47% | +0.22% | -7.17% | |
| 15 | COHR | Coherent CORP | Stock-Tech | 1.47% | — | +37.86% | |
| 16 | ONTO | Onto Innovation INC | Stock-Tech | 1.43% | +0.60% | -5.70% | |
| 17 | SITE | Siteone Landscape Supply INC | Stock-Industrials | 1.42% | +0.56% | +13.43% | |
| 18 | MTSI | Macom Technology Solutions H | Stock-Tech | 1.41% | — | +13.38% | |
| 19 | MEI | Methode Electronics INC | Stock-Other | 1.37% | — | +19.73% | |
| 20 | NEOG | Neogen CORP | Stock-Healthcare | 1.37% | — | +33.42% | |
| 21 | ACLS | Axcelis Technologies INC | Stock-Tech | 1.34% | — | +13.50% | |
| 22 | USPH | U.s. Physical Therapy INC | Stock-Other | 1.32% | — | +16.63% | |
| 23 | EXLS | Exlservice Holdings INC | Stock-Tech | 1.27% | -0.97% | +45.86% | |
| 24 | LSTR | Landstar System INC | Stock-Industrials | 1.26% | — | +13.39% | |
| 25 | AIN | Albany Intl Corp-cl A | Stock-Other | 1.24% | — | +13.40% | |
| 26 | GMED | Globus Medical INC - A | Stock-Healthcare | 1.24% | -0.58% | +13.40% | |
| 27 | OSIS | Osi Systems INC | Stock-Tech | 1.22% | +0.07% | +32.89% | |
| 28 | WHD | Cactus INC - A | Stock-Other | 1.21% | — | +13.17% | |
| 29 | LZB | La-z-boy INC | Stock-Other | 1.17% | — | -6.01% | |
| 30 | DORM | Dorman Products INC | Stock-Consumer Disc | 1.16% | -0.23% | +33.29% | |
| 31 | DIOD | Diodes INC | Stock-Other | 1.16% | +0.54% | +13.24% | |
| 32 | AEO | American Eagle Outfitters | Stock-Consumer Disc | 1.14% | -0.62% | EXIT | |
| 33 | THRM | Gentherm INC | Stock-Other | 1.13% | -0.43% | +39.15% | |
| 34 | DRQEUR | Dril-quip INC | Stock-Other | 1.13% | — | +20.82% | |
| 35 | KWR | Quaker Chemical Corporation | Stock-Other | 1.13% | — | +13.57% | |
| 36 | PLAB | Photronics INC | Stock-Other | 1.10% | -0.51% | EXIT | |
| 37 | CBZ | Cbiz INC | Stock-Other | 1.10% | -0.86% | +13.37% | |
| 38 | AMED | Amedisys INC | Stock-Other | 1.09% | — | +13.35% | |
| 39 | WSBC | Wesbanco INC | Stock-Other | 1.02% | — | +13.39% | |
| 40 | FFIN | First Finl Bankshares INC | Stock-Financials | 1.02% | — | +13.31% | |
| 41 | YETI | Yeti Holdings INC | Stock-Consumer Disc | 1.00% | -0.20% | +13.35% | |
| 42 | JACK | Jack In THE Box INC | Stock-Other | 0.98% | — | +24.61% | |
| 43 | AMRC | Ameresco Inc-cl A | Stock-Other | 0.97% | — | +13.35% | |
| 44 | EXPO | Exponent INC | Stock-Industrials | 0.96% | — | +13.42% | |
| 45 | VPG | Vishay Precision Group | Stock-Other | 0.96% | -0.21% | +26.95% | |
| 46 | MTZ | Mastec INC | Stock-Industrials | 0.96% | — | +13.05% | |
| 47 | QLYS | Qualys INC | Stock-Tech | 0.95% | -0.26% | +13.24% | |
| 48 | MLKN | Millerknoll INC | Stock-Other | 0.94% | — | +13.08% | |
| 49 | NVEC | Nve CORP | Stock-Other | 0.92% | — | +26.58% | |
| 50 | KLIC | Kulicke & Soffa Industries | Stock-Tech | 0.92% | +0.61% | +13.47% |