Name,Ticker,Title of class,Class,Change,CUSIP,Value,Shares or principal amount,Weighting Darling Ingredients Inc.,DAR,,Buy,237266101,69539000.0,1003591.0,6.953 Thor Industries Inc.,THO,,Buy,885160101,54781000.0,527911.0,5.478 Timken Co.,TKR,,Buy,887389104,53592000.0,773441.0,5.359 Univar Solutions USA Inc.,UNVR,,Buy,91336L107,52786000.0,1861957.0,5.278 Polaris Inc.,PII,,Buy,731068102,49639000.0,451637.0,4.964 AGCO Corp.,AGCO,,Buy,001084102,44443000.0,383059.0,4.444 Terminix Global Holdings Inc.,TMX,,Buy,88087E100,41323000.0,913609.0,4.132 Stepan Co,SCL,,Buy,858586100,38374000.0,308744.0,3.837 Sanderson Farms Inc.,SAFM,,Buy,800013104,37476000.0,196127.0,3.747 Malibu Boats Inc,MBUU,,Buy,56117J100,30657000.0,446050.0,3.065 Ingevity Corp,NGVT,,Buy,45688C107,28716000.0,400496.0,2.871 Enerpac Tool Group,EPAC,,Buy,292765104,27461000.0,1354093.0,2.746 Koppers Holdings Inc.,KOP,,Buy,50060P106,19848000.0,634118.0,1.985 IDEX Corp.,IEX,,Buy,45167R104,6955000.0,29431.0,0.695 The Boston Beer Co Inc,SAM,,New,100557107,5705000.0,11294.0,0.57 Russell 2000 Index Fund,IWM,,New,464287655,482000.0,2169.0,0.048