ACUSHNET HOLDINGS CORP CS 005098108 4840008 61664 SH SOLE 61664 0 0 AMCOR PLC ORD CS G0250X107 13362350 1633539 SH SOLE 1633539 0 0 AMERICAN HOMES 4 RENT CS 02665T306 5256200 158081 SH SOLE 158081 0 0 AUTOZONE INC CS 053332102 38063799 8872 SH SOLE 8872 0 0 AXALTA COATING SYS LTD CS G0750C108 6535491 228354 SH SOLE 228354 0 0 BRUNSWICK CORP CS 117043109 22980211 363381 SH SOLE 363381 0 0 CIENA CORP CS 171779309 26942024 184952 SH SOLE 184952 0 0 CLEAN HARBORS INC CS 184496107 49720774 214111 SH SOLE 214111 0 0 CONSTRUCTION PARTNERS INC COM CS 21044C107 4721098 37174 SH SOLE 37174 0 0 CRH PLC ORD CS G25508105 40100053 334446 SH SOLE 334446 0 0 DIAMONDBACK ENERGY INC CS 25278X109 14899015 104116 SH SOLE 104116 0 0 DYCOM INDS INC CS 267475101 19617359 67238 SH SOLE 67238 0 0 EAGLE MATERIALS INC CS 26969P108 6277865 26939 SH SOLE 26939 0 0 FB FINL CORP CS 30257X104 11783324 211398 SH SOLE 211398 0 0 GRANITE CONSTR INC CS 387328107 6798629 62003 SH SOLE 62003 0 0 HEALTHEQUITY INC CS 42226A107 25783872 272068 SH SOLE 272068 0 0 I3 VERTICALS INC COM CL A CS 46571Y107 19798729 609942 SH SOLE 609942 0 0 KIRBY CORP CS 497266106 36831253 441357 SH SOLE 441357 0 0 KNIGHT SWIFT TRANSN HLDGS INC CS 499049104 7483559 189409 SH SOLE 189409 0 0 LKQ CORP CS 501889208 33252634 1088822 SH SOLE 1088822 0 0 LOUISIANA PAC CORP CS 546347105 3784584 42600 SH SOLE 42600 0 0 MASCO CORP CS 574599106 17182623 244106 SH SOLE 244106 0 0 NORTHERN OIL AND GAS INC MN CO CS 665531307 5970104 240730 SH SOLE 240730 0 0 PINNACLE FINL PARTNERS INC CS 72346Q104 29923671 319050 SH SOLE 319050 0 0 PROGRESSIVE CORP OHIO CS 743315103 15628427 63286 SH SOLE 63286 0 0 RB GLOBAL INC COM NPV CS 74935Q107 12799781 118123 SH SOLE 118123 0 0 RUSH ENTERPISES INC CS 781846209 6954736 130068 SH SOLE 130068 0 0 SOMNIGROUP INTERNATIONAL INC C CS 88023U101 36797814 436355 SH SOLE 436355 0 0 SPDR SER TR SPDR BLOOMBERG ETF 78468R663 54588597 594971 SH SOLE 594971 0 0 STONEX GROUP INC COM CS 861896108 12505704 123917 SH SOLE 123917 0 0