Top 10 Holdings (34.7% of portfolio)
| # | Ticker | Name | Sector | Weight |
|---|
| 1 | CVCO | Cavco Industries, Inc. | Consumer Discretionary | 3.72% |
| 2 | SKY | Home Service Champ, Inc | Consumer Discretionary | 3.60% |
| 3 | ALLE | Allegion Plc | Industrials | 3.55% |
| 4 | TT | Trane Technologies Plc | Unknown | 3.49% |
| 5 | JCI | Johnson Controls Internation S | Industrials | 3.46% |
| 6 | WMS | Advanced Drainage Systems In | Materials | 3.42% |
| 7 | PHM | Pultegroup Inc. | Consumer Discretionary | 3.40% |
| 8 | KBH | Kb Homeunited States -Consumer Discretionary | Consumer Discretionary | 3.38% |
| 9 | TPX | Tempur Sealy International Inc | Health Care | 3.35% |
| 10 | TOL | Toll Brothers Inc | Consumer Discretionary | 3.35% |
