| OOREILLY AUTOMOTIVE INC COMORLY |
| 8.92% | 9.88% | $19.5M | 211,910 | $21.7M | 234,853 | -22,943-9.77% | Reduce |
 UNION PAC CORPUNP |
| 7.22% | 7.12% | $15.8M | 58,095 | $15.6M | 64,382 | -6,287-9.77% | Reduce |
 HUNT J B TRANS SVCS INCJBHT |
| 7.16% | 5.3% | $15.7M | 54,131 | $11.6M | 54,915 | -784-1.43% | Reduce |
 FEDEX CORPFDX |
| 5.77% | 3.63% | $12.6M | 40,326 | $8.0M | 22,355 | +17,971+80.39% | Add |
 LENNOX INTL INCLII |
| 5.28% | 4.72% | $11.5M | 20,154 | $10.4M | 22,337 | -2,183-9.77% | Reduce |
 MURPHY USA INCMUSA |
| 4.96% | 5.03% | $10.9M | 20,154 | $11.0M | 22,337 | -2,183-9.77% | Reduce |
 DILLARDS INCDDS |
| 4.87% | 5.82% | $10.6M | 20,154 | $12.8M | 22,337 | -2,183-9.77% | Reduce |
 AUTOZONE INCAZO |
| 4.18% | 4.87% | $9.1M | 2,860 | $10.7M | 3,166 | -306-9.67% | Reduce |
 WALMART INCWMT |
| 3.49% | 4.19% | $7.6M | 67,392 | $9.2M | 73,941 | -6,549-8.86% | Reduce |
 HOME DEPOT INCHD |
| 3.25% | 3.35% | $7.1M | 20,154 | $7.3M | 22,337 | -2,183-9.77% | Reduce |
 AMAZON COM INCAMZN |
| 2.78% | 2.67% | $6.1M | 25,534 | $5.9M | 28,156 | -2,622-9.31% | Reduce |
 L3HARRIS TECHNOLOGIES INCLHX |
| 2.68% | 3.51% | $5.9M | 20,154 | $7.7M | 22,337 | -2,183-9.77% | Reduce |
 LOCKHEED MARTIN CORPLMT |
| 2.63% | 3.44% | $5.7M | 11,276 | $7.6M | 12,498 | -1,222-9.78% | Reduce |
 ENTERGY CORP NEWETR |
| 2.12% | 2.29% | $4.6M | 40,368 | $5.0M | 44,734 | -4,366-9.76% | Reduce |
 NUCOR CORPNUE |
| 2.06% | 1.73% | $4.5M | 20,264 | $3.8M | 22,447 | -2,183-9.73% | Reduce |
 LOWES COS INC COMLOW |
| 2.05% | 2.42% | $4.5M | 20,300 | $5.3M | 22,483 | -2,183-9.71% | Reduce |
 BANK OZK LITTLE ROCK ARKOZK |
| 1.93% | 1.87% | $4.2M | 80,866 | $4.1M | 89,598 | -8,732-9.75% | Reduce |
| BBRINKER INTL INCEAT |
| 1.55% | 1.45% | $3.4M | 20,154 | $3.2M | 22,337 | -2,183-9.77% | Reduce |
 YUM BRANDS INC COMYUM |
| 1.52% | 1.63% | $3.3M | 20,864 | $3.6M | 23,047 | -2,183-9.47% | Reduce |
 ARCBEST CORPARCB |
| 1.32% | 1% | $2.9M | 20,154 | $2.2M | 22,337 | -2,183-9.77% | Reduce |
 PEPSICO INCPEP |
| 1.31% | 1.66% | $2.9M | 21,218 | $3.6M | 23,401 | -2,183-9.33% | Reduce |
 TARGET CORP COMTGT |
| 1.2% | 1.23% | $2.6M | 20,154 | $2.7M | 22,337 | -2,183-9.77% | Reduce |
 DOLLAR TREE INCDLTR |
| 1.11% | 1.11% | $2.4M | 20,154 | $2.4M | 22,337 | -2,183-9.77% | Reduce |
 DOLLAR GEN CORP NEWDG |
| 1.06% | 1.21% | $2.3M | 20,154 | $2.7M | 22,337 | -2,183-9.77% | Reduce |
 HOME BANCSHARES INCHOMB |
| 1.05% | 1.1% | $2.3M | 80,716 | $2.4M | 89,448 | -8,732-9.76% | Reduce |
 KROGER CO COMKR |
| 1.02% | 1.47% | $2.2M | 40,308 | $3.2M | 44,674 | -4,366-9.77% | Reduce |
 APPLE INCAAPL |
| 1% | 0.88% | $2.2M | 7,575 | $1.9M | 7,625 | -50-0.66% | Reduce |
| AABB LTD FSPONSORED ADR 1 ADR REPS 1 ORD SHSABBNY |
| 1% | 0.82% | $2.2M | 20,154 | $1.8M | 22,337 | -2,183-9.77% | Reduce |
 UNITED PARCEL SVCS INCUPS |
| 0.99% | 1% | $2.2M | 20,154 | $2.2M | 22,337 | -2,183-9.77% | Reduce |
| CCRH PLCCRH |
| 0.99% | 1.07% | $2.2M | 20,154 | $2.3M | 22,337 | -2,183-9.77% | Reduce |
| NNESTLE S A FUNSPONSORED ADR 1 ADR REPS 1 ORD SHSNSRGY |
| 0.95% | 0.99% | $2.1M | 20,154 | $2.2M | 22,337 | -2,183-9.77% | Reduce |
 STARBUCKS CORPSBUX |
| 0.94% | 0.91% | $2.1M | 20,154 | $2.0M | 22,337 | -2,183-9.77% | Reduce |
| EENCOMPASS HEALTH CORP COMEHC |
| 0.93% | 0.98% | $2.0M | 20,154 | $2.2M | 22,337 | -2,183-9.77% | Reduce |
| FFEDEX FGHT HLDG CO INCFDXF |
| 0.7% | — | $1.5M | 10,086 | $0 | 0 | +10,086 | New Buy |
 WESTROCK COFFEE COWEST |
| 0.59% | 0.31% | $1.3M | 158,514 | $685,512 | 161,297 | -2,783-1.73% | Reduce |
| TTYSON FOODS INCTSN |
| 0.54% | 0.67% | $1.2M | 20,759 | $1.5M | 22,937 | -2,178-9.50% | Reduce |
| PPAMT CORP COMPAMT |
| 0.52% | 0.34% | $1.1M | 80,816 | $756,806 | 89,548 | -8,732-9.75% | Reduce |
 CRACKER BARREL OLD CTRYCBRL |
| 0.49% | 0.29% | $1.1M | 20,154 | $627,893 | 22,337 | -2,183-9.77% | Reduce |
| IISHARES RUSSELLIWM |
| 0.44% | 0.36% | $967,749 | 3,221 | $798,808 | 3,221 | 00.00% | Unchanged |
 SIMMONS FIRST NATL CORPSFNC |
| 0.42% | 0.4% | $912,976 | 40,308 | $868,909 | 44,674 | -4,366-9.77% | Reduce |
 MICROSOFT CORPMSFT |
| 0.41% | 0.37% | $897,113 | 2,405 | $805,490 | 2,176 | +229+10.52% | Add |
 FIDELITY NATL INFORMATION SVCS COMFIS |
| 0.36% | 0.48% | $783,588 | 20,154 | $1.0M | 22,337 | -2,183-9.77% | Reduce |
 CANNAE HLDGS INCCNNE |
| 0.28% | 0.23% | $604,800 | 42,000 | $499,712 | 43,950 | -1,950-4.44% | Reduce |
 PILGRIMS PRIDE CORP NEWPPC |
| 0.26% | 0.38% | $566,529 | 20,154 | $843,445 | 22,337 | -2,183-9.77% | Reduce |
 CUMMINS INCCMI |
| 0.24% | 0.18% | $534,908 | 750 | $403,515 | 750 | 00.00% | Unchanged |
 SOUTHWEST AIRLS CO COMLUV |
| 0.23% | 0.17% | $506,487 | 9,850 | $375,700 | 10,000 | -150-1.50% | Reduce |
| OOMNICOM GROUP INCOMC |
| 0.23% | 0.26% | $506,023 | 6,948 | $579,134 | 7,690 | -742-9.65% | Reduce |
| AAT&T INCT |
| 0.2% | 0.31% | $437,888 | 21,154 | $676,540 | 23,337 | -2,183-9.35% | Reduce |
| EENPRO INCNPO |
| 0.19% | 0.13% | $420,277 | 1,115 | $279,475 | 1,115 | 00.00% | Unchanged |
| SSELECT SECTOR SPDR TRXLK |
| 0.19% | 0.13% | $416,858 | 2,188 | $290,785 | 2,188 | 00.00% | Unchanged |
