Top 10 Holdings (38.1% of portfolio)
| # | Ticker | Name | Sector | Weight |
|---|
| 1 | FIX | Comfort Systems Usa Inc_None_0 | Industrials | 5.57% |
| 2 | STRL | Sterling Infrastructure Inc. | Industrials | 5.19% |
| 3 | CW | Curtiss-wright Corp | Industrials | 4.84% |
| 4 | CYBR:IL | CyberArk Software Ltd. Shs | Unknown | 4.60% |
| 5 | ELF | Elf Beauty Inc | Consumer Staples | 3.30% |
| 6 | NVT:LN | Nvent Electric Plc | Unknown | 3.22% |
| 7 | RMBS | Rambus Inc - Common | Information Technology | 2.93% |
| 8 | VMI | Valmont Industrialstries | Industrials | 2.90% |
| 9 | PTC | Ptc, Inc.(A) | Information Technology | 2.89% |
| 10 | BJ | Bj S Wholesale Club Holdings | Consumer Discretionary | 2.70% |