Holdings of the Fund as of 10/31/2025
Total Number of Holdings (excluding cash): 52
| C.H. Robinson Worldwide, Inc. |
CHRW |
12541W209 |
Industrials |
1,716,298 |
$264,292,729.02 |
4.26% |
| Comfort Systems USA, Inc. |
FIX |
199908104 |
Industrials |
264,753 |
$255,640,201.74 |
4.12% |
| BWX Technologies, Inc. |
BWXT |
05605H100 |
Industrials |
1,058,104 |
$226,021,595.44 |
3.64% |
| Sterling Infrastructure, Inc. |
STRL |
859241101 |
Industrials |
589,353 |
$222,716,498.70 |
3.59% |
| EMCOR Group, Inc. |
EME |
29084Q100 |
Industrials |
326,711 |
$220,784,759.58 |
3.56% |
| MasTec, Inc. |
MTZ |
576323109 |
Industrials |
1,072,422 |
$218,945,675.52 |
3.53% |
| Huntington Ingalls Industries, Inc. |
HII |
446413106 |
Industrials |
659,361 |
$212,327,429.22 |
3.42% |
| Kirby Corporation |
KEX |
497266106 |
Industrials |
1,996,545 |
$206,602,476.60 |
3.33% |
| Kratos Defense & Security Solutions, Inc. |
KTOS |
50077B207 |
Industrials |
2,266,866 |
$205,378,059.60 |
3.31% |
| Owens Corning |
OC |
690742101 |
Industrials |
1,590,211 |
$202,449,762.41 |
3.26% |
| Core & Main, Inc. (Class A) |
CNM |
21874C102 |
Industrials |
3,753,269 |
$195,845,576.42 |
3.16% |
| Karman Holdings Inc. |
KRMN |
485924104 |
Industrials |
2,311,881 |
$194,752,855.44 |
3.14% |
| Saia, Inc. |
SAIA |
78709Y105 |
Industrials |
660,012 |
$193,053,510.00 |
3.11% |
| F.N.B. Corporation |
FNB |
302520101 |
Financials |
11,941,491 |
$187,720,238.52 |
3.03% |
| Advanced Drainage Systems, Inc. |
WMS |
00790R104 |
Industrials |
1,237,341 |
$173,289,607.05 |
2.79% |
| Primoris Services Corporation |
PRIM |
74164F103 |
Industrials |
1,188,853 |
$168,246,476.56 |
2.71% |
| Argan, Inc. |
AGX |
04010E109 |
Industrials |
531,745 |
$162,825,636.45 |
2.63% |
| Dycom Industries, Inc. |
DY |
267475101 |
Industrials |
554,306 |
$159,523,723.74 |
2.57% |
| AAON, Inc. |
AAON |
000360206 |
Industrials |
1,471,529 |
$144,783,738.31 |
2.33% |
| Old National Bancorp |
ONB |
680033107 |
Financials |
6,365,157 |
$130,040,157.51 |
2.10% |
| Oshkosh Corporation |
OSK |
688239201 |
Industrials |
1,009,873 |
$124,507,242.17 |
2.01% |
| Clean Harbors, Inc. |
CLH |
184496107 |
Industrials |
583,014 |
$122,730,277.14 |
1.98% |
| RBC Bearings Incorporated |
RBC |
75524B104 |
Industrials |
279,720 |
$119,868,411.60 |
1.93% |
| Powell Industries, Inc. |
POWL |
739128106 |
Industrials |
283,443 |
$108,669,211.77 |
1.75% |
| Herc Holdings, Inc. |
HRI |
42704L104 |
Industrials |
692,945 |
$98,432,837.25 |
1.59% |
| SPX Technologies |
SPXC |
78473E103 |
Industrials |
423,392 |
$94,793,234.88 |
1.53% |
| Applied Industrial Technologies, Inc. |
AIT |
03820C105 |
Industrials |
329,205 |
$84,635,313.45 |
1.36% |
| IES Holdings, Inc. |
IESC |
44951W106 |
Industrials |
210,831 |
$82,620,452.28 |
1.33% |
| Federal Signal Corporation |
FSS |
313855108 |
Industrials |
695,838 |
$82,129,759.14 |
1.32% |
| Granite Construction Incorporated |
GVA |
387328107 |
Industrials |
771,696 |
$79,415,235.36 |
1.28% |
| Zurn Elkay Water Solutions Corp. |
ZWS |
98983L108 |
Industrials |
1,691,755 |
$79,698,578.05 |
1.28% |
| Wintrust Financial Corporation |
WTFC |
97650W108 |
Financials |
600,243 |
$78,043,594.86 |
1.26% |
| Construction Partners, Inc. (Class A) |
ROAD |
21044C107 |
Industrials |
677,372 |
$77,457,488.20 |
1.25% |
| Mercury Systems, Inc. |
MRCY |
589378108 |
Industrials |
993,302 |
$76,891,507.82 |
1.24% |
| Ryder System, Inc. |
R |
783549108 |
Industrials |
450,885 |
$76,303,268.55 |
1.23% |
| Landstar System, Inc. |
LSTR |
515098101 |
Industrials |
588,922 |
$75,635,252.46 |
1.22% |
| MSC Industrial Direct Co., Inc. (Class A) |
MSM |
553530106 |
Industrials |
846,491 |
$71,875,550.81 |
1.16% |
| Atkore Inc. |
ATKR |
047649108 |
Industrials |
993,562 |
$68,804,168.50 |
1.11% |
| Xometry, Inc. (Class A) |
XMTR |
98423F109 |
Industrials |
1,300,936 |
$63,342,573.84 |
1.02% |
| Shoals Technologies Group, Inc. (Class A) |
SHLS |
82489W107 |
Industrials |
5,539,962 |
$58,225,000.62 |
0.94% |
| CSW Industrials, Inc. |
CSW |
126402106 |
Industrials |
230,632 |
$57,754,865.44 |
0.93% |
| Tutor Perini Corporation |
TPC |
901109108 |
Industrials |
839,291 |
$56,534,641.76 |
0.91% |
| Associated Banc-Corp |
ASB |
045487105 |
Financials |
2,196,815 |
$54,415,107.55 |
0.88% |
| Leonardo DRS, Inc. |
DRS |
52661A108 |
Industrials |
1,403,664 |
$51,317,955.84 |
0.83% |
| Everus Construction Group, Inc. |
ECG |
300426103 |
Industrials |
557,230 |
$50,646,634.70 |
0.82% |
| Mueller Water Products, Inc. |
MWA |
624758108 |
Industrials |
1,784,617 |
$45,793,272.22 |
0.74% |
| Fulton Financial Corporation |
FULT |
360271100 |
Financials |
2,250,904 |
$39,098,202.48 |
0.63% |
| Limbach Holdings, Inc. |
LMB |
53263P105 |
Industrials |
388,176 |
$36,674,868.48 |
0.59% |
| Blue Bird Corporation |
BLBD |
095306106 |
Industrials |
674,397 |
$33,692,874.12 |
0.54% |
| Ameresco, Inc. (Class A) |
AMRC |
02361E108 |
Industrials |
828,014 |
$32,723,113.28 |
0.53% |
| Arcosa, Inc. |
ACA |
039653100 |
Industrials |
324,381 |
$33,086,862.00 |
0.53% |
| Schneider National, Inc. (Class B) |
SNDR |
80689H102 |
Industrials |
1,422,071 |
$30,389,657.27 |
0.49% |
| US Dollar |
$USD |
|
Other |
10,841,945 |
$10,841,945.32 |
0.17% |
Holdings are subject to change.
The holdings information set forth above for the date indicated reflects creation and redemption transactions from the prior business day and may differ from the holdings information currently available from the Fund's custodian and accounting agent. With respect to the market value of the Fund's holdings set forth above, the pricing sources are generally third party vendors. The Fund ultimately relies on pricing information provided by the Fund's accounting agent.
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