PRIMERICA INC PRI
2.44% 2.26% $786.8M 2.8M $769.4M 3.1M -303,079 -9.87% Reduce R RBC BEARINGS INC RBC
2.42% 2.11% $778.4M 1.2M $719.4M 1.3M -115,874 -8.75% Reduce WATTS WATER TECHNOLOGIES INC WTS
2.41% 1.81% $776.7M 2.0M $617.5M 2.1M -143,227 -6.73% Reduce SIMPSON MFG INC SSD
2.32% 1.96% $747.0M 3.6M $666.8M 3.9M -317,400 -8.17% Reduce Jack Henry & Associates, Inc JKHY
2.23% 2.53% $718.1M 5.2M $862.8M 5.5M -246,452 -4.51% Reduce TORO CO TTC
2.16% 2.17% $695.4M 7.1M $740.3M 7.9M -784,995 -9.91% Reduce TELEDYNE TECHNOLOGIES INC TDY
2.11% 2.13% $677.8M 1.0M $726.1M 1.2M -183,799 -15.32% Reduce A ACUSHNET HLDGS CORP GOLF
2% 1.63% $643.7M 5.4M $553.9M 5.9M -494,072 -8.34% Reduce LANDSTAR SYS INC LSTR
1.98% 1.62% $638.5M 3.1M $550.2M 3.4M -345,017 -10.05% Reduce INTERACTIVE BROKERS GROUP INC COM CL A IBKR
1.72% 1.97% $554.1M 6.4M $671.8M 10.0M -3.7M -36.45% Reduce POOL CORP POOL
1.72% 1.69% $553.2M 2.6M $576.7M 2.9M -275,831 -9.68% Reduce NORDSON CORP NDSN
1.61% 1.6% $517.0M 1.7M $544.1M 2.0M -331,495 -16.21% Reduce EMCOR GROUP INC EME
1.58% 1.53% $508.7M 613,035 $522.0M 706,966 -93,931 -13.29% Reduce UL SOLUTIONS INC HSBC
1.49% 1.36% $478.2M 4.7M $462.7M 5.4M -704,153 -13.04% Reduce A ALLEGION PLC ORD SHS CBRE
1.48% 1.55% $476.3M 3.4M $528.2M 3.6M -244,676 -6.73% Reduce W WATSCO INC WSO
1.47% 1.42% $472.7M 1.1M $483.6M 1.3M -194,844 -14.66% Reduce BERKLEY W R CORP WRB
1.4% 1.51% $449.8M 6.4M $515.1M 7.8M -1.4M -17.95% Reduce ZURN ELKAY WATER SOLNS CORP ZWS
1.4% 1.43% $449.3M 8.9M $486.5M 10.9M -2.0M -18.05% Reduce F FTI CONSULTING INC FCN
1.39% 1.69% $447.3M 3.0M $575.7M 3.3M -255,165 -7.83% Reduce LENNOX INTL INC LII
1.32% 1.19% $423.9M 739,856 $406.2M 875,168 -135,312 -15.46% Reduce INSTALLED BLDG PRODS INC IBP
1.31% 1.41% $423.1M 1.8M $480.7M 1.8M +27,911 +1.54% Add LPL FINL HLDGS INC LPLA
1.26% 1.48% $404.1M 1.4M $505.4M 1.7M -245,568 -14.62% Reduce R RLI CORP RLI
1.24% 1.17% $398.0M 6.7M $399.5M 7.0M -266,368 -3.80% Reduce COOPER COS INC COO
1.21% 1.39% $389.4M 5.4M $473.1M 6.6M -1.2M -17.93% Reduce M MOELIS & CO MC
1.1% 0.97% $354.1M 5.4M $329.3M 5.8M -364,835 -6.31% Reduce S SAIA INC SAIA
1.06% 1.02% $342.8M 813,962 $346.7M 986,821 -172,859 -17.52% Reduce R ROLLINS INC COM ROL
1.06% 1.52% $342.7M 8.2M $518.2M 9.7M -1.5M -15.36% Reduce FIRST HAWAIIAN INC FHB
1.05% 0.89% $338.2M 11.5M $302.8M 12.3M -746,134 -6.07% Reduce GLOBUS MED INC GMED
1.05% — $338.1M 4.3M $0 0 +4.3M New Buy KADANT INC KAI
1.05% 1% $337.9M 1.1M $339.6M 1.2M -86,351 -7.43% Reduce HOULIHAN LOKEY INC HLI
1.01% 1.11% $325.5M 2.4M $379.5M 2.6M -215,527 -8.16% Reduce EQUIFAX INC EFX
0.93% 1.21% $299.7M 1.9M $411.3M 2.3M -395,678 -17.32% Reduce ALIGN TECHNOLOGY INC COM USD0.0001 ALGN
0.91% 0.96% $292.4M 1.7M $326.2M 1.9M -169,421 -8.90% Reduce GRACO INC GGG
0.9% 1.03% $289.7M 3.8M $350.7M 4.1M -311,758 -7.52% Reduce AMETEK INC COM AME
0.9% 0.83% $289.4M 1.2M $282.9M 1.3M -123,795 -9.38% Reduce MONOLITHIC PWR SYS INC MPWR
0.89% 0.86% $284.9M 206,130 $291.6M 266,670 -60,540 -22.70% Reduce CORVEL CORP CRVL
0.88% 0.78% $284.5M 4.6M $266.2M 4.9M -319,794 -6.57% Reduce WEST PHARMACEUTICAL SVSC INC WST
0.85% 0.63% $273.1M 760,622 $215.1M 858,298 -97,676 -11.38% Reduce THOR INDS INC THO
0.85% 1.01% $272.4M 3.6M $342.7M 4.3M -665,155 -15.51% Reduce UFP INDUSTRIES INC UFPI
0.84% 0.86% $271.3M 3.0M $293.6M 3.2M -198,300 -6.22% Reduce BANCFIRST CORP BANF
0.83% 0.83% $265.7M 2.4M $281.0M 2.6M -199,535 -7.70% Reduce S SERVICETITAN INC SHS CL A TTAN
0.82% 0.91% $265.3M 3.8M $309.0M 4.9M -1.1M -22.95% Reduce Z ZEBRA TECHNOLOGIES CORPORATI ZBRA
0.81% 0.69% $259.5M 985,717 $235.6M 1.1M -141,142 -12.53% Reduce BJS WHSL CLUB HLDGS INC BJ
0.81% 1.02% $259.4M 3.0M $349.0M 3.5M -571,154 -16.11% Reduce WABTEC WAB
0.78% 0.78% $251.3M 932,034 $264.1M 1.1M -124,760 -11.81% Reduce DONALDSON INC DCI
0.78% 0.73% $249.8M 2.8M $248.2M 2.9M -141,379 -4.83% Reduce H HAMILTON LANE INC HLNE
0.75% 1% $240.7M 3.1M $339.5M 3.4M -362,074 -10.60% Reduce E EXPONENT INC EXPO
0.73% 0.74% $234.8M 4.0M $253.6M 3.9M +109,376 +2.81% Add S SITEONE LANDSCAPE SUPPLY INC SITE
0.73% 0.97% $234.3M 2.0M $331.0M 2.5M -438,575 -17.64% Reduce I ISHARES TR IVV
0.69% 0.57% $222.0M 295,817 $194.9M 298,253 -2,436 -0.82% Reduce 
