Name,Ticker,Title of class,Class,Change,CUSIP,Value,Shares or principal amount,Weighting Darling Ingredients Inc.,DAR,,Sell,237266101,68925000.0,958619.0,7.281 Thor Industries Inc.,THO,,Buy,885160101,62010000.0,505132.0,6.55 Dycom Industries Inc,DY,,Buy,267475101,54009000.0,758123.0,5.705 The Brink's Co.,BCO,,Buy,109696104,52728000.0,832979.0,5.57 Crane Co,CR,,Sell,224399105,46202000.0,487316.0,4.881 Polaris Inc.,PII,,Sell,731068102,45091000.0,376826.0,4.763 Timken Co.,TKR,,Buy,887389104,43842000.0,670164.0,4.631 Murphy USA Inc.,MUSA,,Buy,626755102,42657000.0,255035.0,4.506 Univar Solutions USA Inc.,UNVR,,Buy,91336L107,41336000.0,1735334.0,4.367 MGP Ingredients Inc,MGPI,,Buy,55303J106,36920000.0,567131.0,3.9 AGCO Corp.,AGCO,,Buy,001084102,35943000.0,293338.0,3.797 Terminix Global Holdings Inc.,TMX,,Buy,88087E100,34707000.0,832910.0,3.666 Stepan Co,SCL,,Buy,858586100,33072000.0,292824.0,3.494 Dorman Products Inc,DORM,,Buy,258278100,32124000.0,339326.0,3.393 CMC Materials Inc,CCMP,,Buy,12571T100,32034000.0,259949.0,3.384 Sanderson Farms Inc.,SAFM,,Sell,800013104,29553000.0,157028.0,3.122 Malibu Boats Inc,MBUU,,Buy,56117J100,27911000.0,398848.0,2.948 Clean Harbors Inc.,CLH,,Sell,184496107,27668000.0,266373.0,2.923 Belden Inc,BDC,,Sell,077454106,26782000.0,459697.0,2.829 Ingevity Corp,NGVT,,Buy,45688C107,26302000.0,368532.0,2.778 Hill-Rom Holdings Inc.,HRC,,Sell,431475102,23781000.0,158541.0,2.512 Enerpac Tool Group,EPAC,,Buy,292765104,20406000.0,984362.0,2.156 Koppers Holdings Inc.,KOP,,Buy,50060P106,19656000.0,628783.0,2.076 Broadridge Financial Solutions,BR,,Buy,11133T103,13254000.0,79535.0,1.4 Armstrong World Industries Inc,AWI,,Sell,04247X102,12261000.0,128433.0,1.295 Watsco Inc,WSO,,Buy,942622200,10614000.0,40111.0,1.121 Western Union Co.,WU,,Buy,959802109,10087000.0,498859.0,1.066 WestRock Co,WRK,,Buy,96145D105,9145000.0,183532.0,0.966 First Horizon Corporation,FHN,,Buy,320517105,8737000.0,536336.0,0.923 SEI Investments Co,SEIC,,Buy,784117103,7285000.0,122852.0,0.77 IDEX Corp.,IEX,,Buy,45167R104,5719000.0,27635.0,0.604 Molina Healthcare Inc,MOH,,Sell,60855R100,5481000.0,20201.0,0.579 Tractor Supply Co.,TSCO,, ,892356106,405000.0,2000.0,0.043 Frontdoor Inc,FTDR,,Exit,35905A109,0.0,-333340.0,-1.818