#	Issuer	Ticker	Shares	Value	% of Portfolio
1	Mueller Industries Inc.	624756102	787,188	$90.4M	4.05%
2	EMCOR Group Inc.	EME	123,062	$75.3M	3.38%
3	Tower Semiconductor Ltd.	TSEM	638,308	$75.0M	3.36%
4	NorthWestern Energy Group Inc.	NWE	1,122,007	$72.4M	3.25%
5	Jazz Pharmaceuticals PLC	JAZZ	384,670	$65.4M	2.93%
6	Webster Financial Corp.	947890109	988,538	$62.2M	2.79%
7	Magnolia Oil & Gas Corporation	MGY	2,841,527	$62.2M	2.79%
8	Piper Sandler Companies	PIPR	180,937	$61.5M	2.76%
9	Granite Construction Inc.	GVA	525,493	$60.6M	2.72%
10	OSI Systems Inc.	OSIS	227,246	$58.0M	2.60%
11	Silicon Motion Technology Corp	SIMO	568,768	$52.7M	2.36%
12	Atlantic Union Bankshares Corp	04911A107	1,479,836	$52.2M	2.34%
13	Stifel Financial Corp.	860630102	402,491	$50.4M	2.26%
14	Urban Outfitters Inc.	URBN	650,910	$49.0M	2.20%
15	Adeia Inc.	ADEA	2,803,291	$48.4M	2.17%
16	WaFd Inc.	WAFDP	1,506,858	$48.3M	2.16%
17	Trustco Bank Corp NY (new)	898349204	1,133,433	$46.8M	2.10%
18	Encompass Health Corp.	EHC	431,536	$45.8M	2.05%
19	LSI Industries Inc.	50216C108	2,474,706	$45.3M	2.03%
20	Madison Square Garden Entertai	558256103	837,504	$45.1M	2.02%