Name,Ticker,Title of class,Class,Change,CUSIP,Value,Shares or principal amount,Weighting Darling Ingredients Inc.,DAR,,Buy,237266101,64957000.0,962324.0,7.112 The Brink's Co.,BCO,,Sell,109696104,60566000.0,788212.0,6.631 Polaris Inc.,PII,,Sell,731068102,52291000.0,381800.0,5.725 Thor Industries Inc.,THO,,Buy,885160101,51952000.0,459748.0,5.688 Dycom Industries Inc,DY,,Buy,267475101,51205000.0,687044.0,5.606 Timken Co.,TKR,,Sell,887389104,50882000.0,631373.0,5.571 Crane Co,CR,,Sell,224399105,47044000.0,509301.0,5.15 Sanderson Farms Inc.,SAFM,,Sell,800013104,37653000.0,200315.0,4.122 Murphy USA Inc.,MUSA,,Buy,626755102,33294000.0,249635.0,3.645 Terminix Global Holdings Inc.,TMX,,Buy,88087E100,33041000.0,692539.0,3.617 MGP Ingredients Inc,MGPI,,Buy,55303J106,29937000.0,442591.0,3.278 Clean Harbors Inc.,CLH,,Sell,184496107,29392000.0,315570.0,3.218 CMC Materials Inc,CCMP,,New,12571T100,28637000.0,189975.0,3.135 Stepan Co,SCL,,Sell,858586100,28535000.0,237257.0,3.124 AGCO Corp.,AGCO,,Sell,001084102,28453000.0,218229.0,3.115 Ingevity Corp,NGVT,,Sell,45688C107,27960000.0,343661.0,3.061 Dorman Products Inc,DORM,,Buy,258278100,27431000.0,264604.0,3.003 Belden Inc,BDC,,Buy,077454106,25277000.0,499850.0,2.767 Enerpac Tool Group,EPAC,,Sell,292765104,23965000.0,900245.0,2.624 Hill-Rom Holdings Inc.,HRC,,Sell,431475102,23047000.0,202899.0,2.523 Malibu Boats Inc,MBUU,,New,56117J100,21160000.0,288562.0,2.317 Koppers Holdings Inc.,KOP,,Buy,50060P106,18951000.0,585797.0,2.075 Frontdoor Inc,FTDR,,Sell,35905A109,16607000.0,333340.0,1.818 Armstrong World Industries Inc,AWI,,Sell,04247X102,14008000.0,130595.0,1.534 Univar Solutions USA Inc.,UNVR,,Sell,91336L107,12945000.0,530952.0,1.417 Broadridge Financial Solutions,BR,,Sell,11133T103,12843000.0,79506.0,1.406 Watsco Inc,WSO,,Sell,942622200,11494000.0,40098.0,1.258 Western Union Co.,WU,,Buy,959802109,10514000.0,457708.0,1.151 Molina Healthcare Inc,MOH,,Sell,60855R100,9582000.0,37863.0,1.049 First Horizon Corporation,FHN,,Sell,320517105,8326000.0,481807.0,0.912 SEI Investments Co,SEIC,,Sell,784117103,7610000.0,122799.0,0.833 WestRock Co,WRK,,Buy,96145D105,7387000.0,138796.0,0.809 IDEX Corp.,IEX,,Sell,45167R104,6079000.0,27627.0,0.666 Tractor Supply Co.,TSCO,, ,892356106,372000.0,2000.0,0.041 Cass Information Systems Inc,CASS,,Exit,14808P109,0.0,-283160.0,-1.36 "Extended Stay America, Inc.",STAY,,Exit,30224P200,0.0,-3111901.0,-6.378