#	Issuer	Ticker	Shares	Value	% of Portfolio
1	CLEAN HARBORS INC	CLH	210,239	$49.3M	8.12%
2	CIENA CORP	CIEN	179,584	$42.0M	6.92%
3	CRH PLC ORD	CRH	325,057	$40.6M	6.68%
4	PINNACLE FINL PARTNERS INC	72346Q104	416,090	$39.7M	6.54%
5	LKQ CORP	LKQ	1,300,831	$39.3M	6.47%
6	SOMNIGROUP INTERNATIONAL INC C	SGI	424,601	$37.9M	6.25%
7	SPDR SER TR SPDR BLOOMBERG	78468R663	411,463	$37.6M	6.20%
8	KIRBY CORP	KEX	298,053	$32.8M	5.41%
9	AUTOZONE INC	AZO	8,626	$29.3M	4.82%
10	BRUNSWICK CORP	BC-PC	358,559	$26.6M	4.39%
11	HEALTHEQUITY INC	HQY	259,134	$23.7M	3.91%
12	DYCOM INDS INC	267475101	67,253	$22.7M	3.74%
13	RB GLOBAL INC COM NPV	RBA	220,127	$22.6M	3.73%
14	FIRST HORIZON NATL CORP	FHN-PH	739,938	$17.7M	2.91%
15	MASCO CORP	MAS	236,225	$15.0M	2.47%
16	I3 VERTICALS INC COM CL A	IIIV	595,109	$15.0M	2.47%
17	FB FINL CORP	30257X104	246,271	$13.7M	2.26%
18	PROGRESSIVE CORP OHIO	743315103	52,709	$12.0M	1.98%
19	STONEX GROUP INC COM	SNEX	124,321	$11.8M	1.95%
20	KNIGHT SWIFT TRANSN HLDGS INC	499049104	184,146	$9.6M	1.59%