| LLUMEN TECHNOLOGIES INCLUMN |
| 10.61% | 0.01% | $93.5M | 12.2M | $87,525 | 12.6M | -422,206-3.35% | Reduce |
| CCOGNEX CORPCGNX |
| 10.29% | 9.72% | $90.6M | 1.3M | $64.8M | 1.3M | -67,559-5.11% | Reduce |
 GE AEROSPACEGE |
| 8% | 8.3% | $70.5M | 188,533 | $55.3M | 194,982 | -6,449-3.31% | Reduce |
 GE VERNOVA INCGEV |
| 5.67% | 6.05% | $50.0M | 42,527 | $40.3M | 46,186 | -3,659-7.92% | Reduce |
| MMANITOWOC CO INC COM NEWMTW |
| 5.06% | 5.81% | $44.5M | 3.2M | $38.7M | 3.3M | -114,671-3.45% | Reduce |
| VVANGUARD INDEX FDSVOO |
| 4.83% | 6.03% | $42.6M | 61,985 | $40.2M | 67,288 | -5,303-7.88% | Reduce |
 LUMENTUM HLDGS INCLITE |
| 4.19% | 5.5% | $36.9M | 43,038 | $36.7M | 74,931 | -31,893-42.56% | Reduce |
 CORNING INCGLW |
| 4.08% | 3.47% | $35.9M | 141,078 | $23.1M | 169,862 | -28,784-16.95% | Reduce |
| AAZENTA INCAZTA |
| 3.77% | 2.82% | $33.2M | 1.3M | $18.8M | 889,009 | +412,389+46.39% | Add |
 BERKSHIRE HATHAWAY INC DELBRK.B |
| 3.5% | 4.32% | $30.8M | 61,247 | $28.8M | 60,142 | +1,105+1.84% | Add |
 COHERENT CORPCOHR |
| 3.37% | 3.11% | $29.7M | 75,166 | $20.7M | 87,101 | -11,935-13.70% | Reduce |
| BBAXTER INTL INCBAX |
| 3.2% | 3.34% | $28.1M | 1.3M | $22.2M | 1.3M | -4,101-0.31% | Reduce |
 INTERNATIONAL PAPER COIP |
| 3.01% | 3% | $26.5M | 695,215 | $20.0M | 560,974 | +134,241+23.93% | Add |
 CIENA CORPCIEN |
| 2.67% | 3.47% | $23.5M | 47,975 | $23.1M | 59,605 | -11,630-19.51% | Reduce |
| HHNI CORPHNI |
| 2.66% | 1.27% | $23.5M | 580,610 | $8.4M | 252,520 | +328,090+129.93% | Add |
 DANAHER CORP DEL COMDHR |
| 2.51% | 3.37% | $22.1M | 116,253 | $22.5M | 118,463 | -2,210-1.87% | Reduce |
| MMODINE MFG COMOD |
| 2.17% | 2.37% | $19.1M | 71,492 | $15.8M | 72,743 | -1,251-1.72% | Reduce |
| SST JOE COMPANYJOE |
| 1.93% | 2.67% | $17.0M | 271,931 | $17.8M | 282,984 | -11,053-3.91% | Reduce |
| EENOVIS CORPORATIONENOV |
| 1.85% | 2.55% | $16.3M | 787,900 | $17.0M | 746,056 | +41,844+5.61% | Add |
 NUCOR CORPNUE |
| 1.77% | 1.94% | $15.5M | 69,785 | $12.9M | 76,539 | -6,754-8.82% | Reduce |
 COSTCO WHOLESALE CORPORATIONCOST |
| 1.71% | 2.59% | $15.0M | 16,076 | $17.3M | 17,329 | -1,253-7.23% | Reduce |
| EESAB CORPORATIONESAB |
| 1.7% | 2.23% | $15.0M | 151,745 | $14.8M | 153,526 | -1,781-1.16% | Reduce |
| MMILLERKNOLL INCMLKN |
| 1.67% | 1.52% | $14.7M | 716,804 | $10.2M | 702,115 | +14,689+2.09% | Add |
 TEREX CORP NEWTEX |
| 1.53% | 1.97% | $13.5M | 186,279 | $13.1M | 222,144 | -35,865-16.14% | Reduce |
 GLOBAL PMTS INC COMGPN |
| 0.76% | 0.64% | $6.7M | 92,822 | $4.2M | 62,913 | +29,909+47.54% | Add |
 PARKER-HANNIFIN CORPPH |
| 0.71% | 0.86% | $6.3M | 6,407 | $5.7M | 6,417 | -10-0.16% | Reduce |
 Markel Group Inc.MKL |
| 0.64% | 0.45% | $5.6M | 2,854 | $3.0M | 1,582 | +1,272+80.40% | Add |
 VONTIER CORPORATION COMVNT |
| 0.58% | 0.93% | $5.1M | 175,070 | $6.2M | 174,495 | +575+0.33% | Add |
| GGE HEALTHCARE TECHNOLOGIES IGEHC |
| 0.5% | 0.74% | $4.4M | 68,521 | $4.9M | 69,412 | -891-1.28% | Reduce |
 APPLE INCAAPL |
| 0.48% | 1.14% | $4.2M | 14,627 | $7.6M | 29,870 | -15,243-51.03% | Reduce |
 VERALTO CORP COM SHSVLTO |
| 0.41% | 0.55% | $3.6M | 40,804 | $3.7M | 41,341 | -537-1.30% | Reduce |
| AAts Corporation. Ordinary SharesATS |
| 0.41% | 1.1% | $3.6M | 124,973 | $7.4M | 261,088 | -136,115-52.13% | Reduce |
 MICROSOFT CORPMSFT |
| 0.41% | 0.53% | $3.6M | 9,485 | $3.5M | 9,529 | -44-0.46% | Reduce |
| CCOLUMBUS MCKINNON CORP N Y COMCMCO |
| 0.39% | 0.46% | $3.5M | 229,573 | $3.1M | 212,056 | +17,517+8.26% | Add |
 ADVANCED MICRO DEVICES INCAMD |
| 0.26% | 0.22% | $2.3M | 4,275 | $1.5M | 7,150 | -2,875-40.21% | Reduce |
 PROGRESSIVE CORPPGR |
| 0.23% | 0.15% | $2.0M | 8,647 | $1.0M | 5,164 | +3,483+67.45% | Add |
 PROCTER & GAMBLE COPG |
| 0.19% | 0.23% | $1.7M | 11,040 | $1.5M | 10,671 | +369+3.46% | Add |
 INTERFACE INCTILE |
| 0.18% | 0.18% | $1.6M | 44,200 | $1.2M | 48,127 | -3,927-8.16% | Reduce |
| GGENERAL DYNAMICS CORPVTI |
| 0.16% | 0.19% | $1.4M | 3,797 | $1.3M | 3,910 | -113-2.89% | Reduce |
 EXPEDIA GROUP INCEXPE |
| 0.15% | 0.2% | $1.4M | 8,330 | $1.4M | 9,425 | -1,095-11.62% | Reduce |
| GGENTHERM INCTHRM |
| 0.15% | — | $1.3M | 38,440 | $0 | 0 | +38,440 | New Buy |
| AAlphabet Inc Class CGOOG |
| 0.15% | 0.17% | $1.3M | 3,565 | $1.1M | 3,910 | -345-8.82% | Reduce |
 NVIDIA CORPORATIONNVDA |
| 0.14% | 0.21% | $1.2M | 6,078 | $1.4M | 7,859 | -1,781-22.66% | Reduce |
 ALPHABET INCGOOGL |
| 0.13% | 0.21% | $1.1M | 3,122 | $1.4M | 4,797 | -1,675-34.92% | Reduce |
| SSTATE STR SPDR S&P 500 ETF TSPY |
| 0.12% | 0.13% | $1.0M | 1,360 | $874,000 | 1,344 | +16+1.19% | Add |
| GGLACIER BANCORP INC NEWGBCI |
| 0.11% | 0.13% | $986,313 | 19,122 | $864,000 | 19,335 | -213-1.10% | Reduce |
 CAL MAINE FOODS INC COM NEWCALM |
| 0.08% | — | $746,472 | 8,740 | $0 | 0 | +8,740 | New Buy |
 CHEVRON CORPORATIONCVX |
| 0.06% | 0.11% | $563,750 | 3,401 | $706,000 | 3,411 | -10-0.29% | Reduce |
| BBANK OF AMER CORPBAC |
| 0.06% | 0.09% | $557,435 | 9,783 | $606,000 | 12,439 | -2,656-21.35% | Reduce |
 AMAZON COM INCAMZN |
| 0.06% | 0.09% | $547,437 | 2,273 | $632,000 | 3,033 | -760-25.06% | Reduce |
