 VIATRIS INCVTRS |
| 8.24% | 6.5% | $15.9M | 996,132 | $13.3M | 996,132 | 00.00% | Unchanged |
 PFIZER INCPFE |
| 6.98% | 6.73% | $13.5M | 559,438 | $13.7M | 491,638 | +67,800+13.79% | Add |
 MOHAWK INDS INCMHK |
| 6.9% | 4.12% | $13.3M | 111,474 | $8.4M | 86,074 | +25,400+29.51% | Add |
 ZIMMER BIOMET HOLDINGS INCZBH |
| 6.84% | 6.69% | $13.2M | 154,375 | $13.7M | 154,375 | 00.00% | Unchanged |
| BBAXTER INTL INCBAX |
| 6.35% | 4.51% | $12.3M | 567,886 | $9.2M | 567,886 | 00.00% | Unchanged |
 CNH INDL N VCNH |
| 6.23% | 4.96% | $12.0M | 1.0M | $10.1M | 949,940 | +100,000+10.53% | Add |
| CCONAGRA BRANDS INCCAG |
| 5.32% | 5.22% | $10.3M | 753,661 | $10.7M | 683,661 | +70,000+10.24% | Add |
 NEWELL BRANDS INCNWL |
| 4.99% | 2.09% | $9.6M | 1.6M | $4.3M | 1.3M | +320,000+25.39% | Add |
| VV F CORPVFC |
| 4.36% | 2.28% | $8.4M | 507,957 | $4.7M | 279,957 | +228,000+81.44% | Add |
 PAYPAL HLDGS INC COMPYPL |
| 4.23% | 4.24% | $8.2M | 192,119 | $8.7M | 192,119 | 00.00% | Unchanged |
 EASTMAN CHEM COEMN |
| 4.02% | 4.29% | $7.8M | 116,650 | $8.8M | 116,650 | 00.00% | Unchanged |
 HALLIBURTON CO COMHAL |
| 3.78% | 4.18% | $7.3M | 212,139 | $8.5M | 212,139 | 00.00% | Unchanged |
 MOBILEYE GLOBAL INCMBLY |
| 3.63% | 2.02% | $7.0M | 764,003 | $4.1M | 611,003 | +153,000+25.04% | Add |
| MMANPOWERGROUP INC WISMAN |
| 3.46% | 2.87% | $6.7M | 197,104 | $5.9M | 197,104 | 00.00% | Unchanged |
 VESTIS CORPORATIONVSTS |
| 3.31% | 1.68% | $6.4M | 442,390 | $3.4M | 442,390 | 00.00% | Unchanged |
| RROBERT HALF INC.RHI |
| 3.26% | 2.54% | $6.3M | 202,846 | $5.2M | 202,846 | 00.00% | Unchanged |
| AALEXANDRIA REAL ESTATE EQ INARE |
| 3.16% | — | $6.1M | 112,800 | $0 | 0 | +112,800 | New Buy |
 INTEL CORPINTC |
| 3.11% | 4.88% | $6.0M | 43,019 | $10.0M | 233,919 | -190,900-81.61% | Reduce |
 OCCIDENTAL PETE CORPOXY |
| 2.84% | 6.87% | $5.5M | 110,934 | $14.0M | 208,434 | -97,500-46.78% | Reduce |
| RRIO TINTO PLCBBP |
| 2.66% | 6.08% | $5.1M | 54,057 | $12.4M | 135,057 | -81,000-59.97% | Reduce |
 ALCOA CORPAA |
| 2.39% | 2.85% | $4.6M | 87,300 | $5.8M | 87,300 | 00.00% | Unchanged |
 CELANESE CORP DELCE |
| 1.96% | 2.7% | $3.8M | 82,157 | $5.5M | 82,157 | 00.00% | Unchanged |
 WHIRLPOOL CORP COMWHR |
| 1.84% | 1.47% | $3.5M | 93,902 | $3.0M | 56,702 | +37,200+65.61% | Add |
| AAXCELIS TECHNOLOGIES INCACLS |
| 0.13% | 2.27% | $250,613 | 1,341 | $4.6M | 51,571 | -50,230-97.40% | Reduce |
