May 1, 2026
Announcement
| AAON INC |
| ABERCROMBIE & FITCH CO |
| ACADEMY SPORTS & OUTDOORS INC |
| ACUITY BRANDS INC |
| ACUSHNET HOLDINGS CORP |
| ADAPTHEALTH CORP |
| ADEIA INC |
| ADIENT PLC |
| ADMA BIOLOGICS INC |
| ADT INC |
| ADVANCED DRAINAGE SYSTEMS INC |
| AECOM |
| AES CORP |
| ALASKA AIR GROUP |
| ALBERTSONS COMPANIES INC |
| ALCOA CORP |
| ALLEGION PLC |
| ALLIANCE LAUNDRY HOLDINGS INC |
| ALLISON TRANSMISSION HOLDING |
| ALLY FINANCIAL INC |
| AMERICAN EAGLE OUT INC |
| AMERICAN FINANCIAL GROUP INC |
| ANTERO MIDSTREAM CORP |
| APA CORP |
| APPFOLIO INC - A |
| APPLIED INDUSTRIAL TECHNOLOGIES INC |
| APTARGROUP INC |
| APTIV PLC |
| ARAMARK |
| ARCHROCK INC |
| ARCOS DORADOS HOLDINGS INC-A |
| ARGAN INC |
| ARMSTRONG WORLD INDUSTRIES INC |
| ARTISAN PARTNERS ASSET MANAGEMENT INC |
| ASTRONICS CORP |
| ATI INC |
| ATKORE INC |
| ATMUS FILTRATION TECHNOLOGIES ORD |
| AURA MINERALS INC |
| AUTOLIV INC |
| AUTONATION INC |
| AVERY DENNISON CORP |
| AXALTA COATING SYSTEMS LTD |
| AXOS FINANCIAL INC |
| BADGER METER INC |
| BALL CORP |
| BANCORP INC/THE |
| BANK OF HAWAII CORP |
| BANK OF NT BUTTERFIELD & SON |
| BELDEN INC |
| BENTLEY SYSTEMS INC |
| BEST BUY CO INC |
| BJS WHOLESALE CLUB HOLDINGS |
| BLACKBAUD INC |
| BLUE OWL CAPITAL INC |
| BOOT BARN HOLDINGS INC |
| BOOZ ALLEN HAMILTON HOLDING CORP |
| BORGWARNER INC |
| BOYD GAMING CORP |
| BREAD FINANCIAL HOLDINGS INC |
| BRIGHT HORIZONS FAMILY SOLUTIONS INC |
| BRIGHTSTAR LOTTERY PLC |
| BRINKER INTL. |
| BRINKS CO/THE |
| BRUNSWICK CORP/DE |
| BUCKLE INC/THE |
| BUILDERS FIRSTSOURCE INC |
| BURLINGTON STORES INC |
| BWX TECHNOLOGIES INC |
| C H ROBINSON WORLDWIDE INC |
| CABOT CORP |
| CACTUS INC |
| CAESARS ENTERTAINMENT INC |
| CAL-MAINE FOODS INC |
| CALIFORNIA RESOURCES CORP |
| CAMPBELL SOUP CO |
| CAPRI HOLDINGS LTD |
| CARGURUS INC |
| CARLISLE COS INC |
| CARPENTER TECHNOLOGY |
| CASEYS GENERAL STORES INC |
| CATALYST PHARMACEUTICALS INC |
| CDW CORP/DE |
| CELSIUS HOLDINGS INC |
| CF INDUSTRIES HOLDINGS INC |
| CHEESECAKE FACTORY INC |
| CHEFS WAREHOUSE INC/THE |
| CHEMED CORP |
| CHEWY INC - CLASS A |
| CHOICE HOTELS INTL INC |
| CHORD ENERGY CORP |
| CHURCHILL DOWNS INC |
| CINEMARK HOLDINGS INC |
| CLEAN HARBORS INC |
| CLEAR SECURE INC -CLASS A |
| CLEARWAY ENERGY INC CLASS C |
| CLOROX COMPANY |
| CNA FINANCIAL CORP (IL) |
| CNH INDUSTRIAL NV |
| CNO FINANCIAL GROUP INC |
| CNX RESOURCES CORP |
| COEUR MINING INC |
| COHEN & STEERS INC |
| COMMERCE BANCSHARES INC/MO |
| COMMVAULT SYSTEMS INC |
| COMSTOCK RESOURCES INC |
| CONCENTRA GROUP HOLDINGS PARENT ORD |
| CONCENTRIX CORP |
| CONSTELLIUM SE |
| CONSTRUCTION PARTNERS INC |
| COPA HOLDINGS SA |
| CORE & MAIN INC-CLASS A |
| CORVEL CORP |
| CRANE NXT CO |
| CREDIT ACCEPTANCE CORP |
| CRESCENT ENERGY INC-A |
| CROCS INC |
| CROWN HOLDINGS INC |
| CSG SYSTEMS INTL INC |
| CULLEN/FROST BANKERS INC |
| CVR ENERGY INC |
| DANA INC |
| DAVE INC |
| DECKERS OUTDOOR CORP |
| DENTSPLY SIRONA INC |
| DICKS SPORTING GOODS INC |
| DIEBOLD NIXDORF ORD |
| DILLARDS INC-CL A |
| DLOCAL LTD |
| DONALDSON CO INC |
| DRIVEN BRANDS HOLDINGS INC |
| DUTCH BROS CL A ORD |
| DXC TECHNOLOGY CO |
| DYCOM INDUSTRIES INC |
| EAGLE MATERIALS INC |
| EMCOR GROUP INC |
| ENCOMPASS HEALTH CORP |
| ENERGIZER HOLDINGS INC |
| ENERPAC TOOL GROUP CORP |
| ENPHASE ENERGY INC |
| EQUIPMENTSHARE.COM INC CLASS A |
| ERIE INDEMNITY CO |
| EURONET WORLDWIDE INC |
| EVERCORE INC |
| EVERTEC INC |
| EVERUS CONSTRUCTION GROUP INC |
| EXCELERATE ENERGY INC |
| EXELIXIS INC |
| EXLSERVICE HOLDINGS INC |
| EXPEDITORS INTL WASH INC |
| EXPONENT INC |
| EXTREME NETWORKS INC |
| FACTSET RESEARCH SYSTEMS INC |
| FEDERAL SIGNAL CORP |
| FEDERATED HERMES INC |
| FIDELITY NATIONAL FINANCIAL INC |
| FIRST AMERICAN FINANCIAL CORP |
| FIRST BANCORP/PUERTO RICO |
| FIRSTCASH HOLDINGS INC |
| FIVE BELOW INC |
| FLEX LTD |
| FLOWERS FOODS INC |
| FLOWSERVE CORP |
| FORTRESS TRANSPORTATION & INFRASTRUCTURE INVESTORS LLC |
| FORTUNE BRANDS INNOVATIONS INC |
| FRONTDOOR INC |
| GAP INC/THE |
| GARTNER INC |
| GCM GROSVENOR INC - CLASS A |
| GEN DIGITAL INC |
| GENPACT LTD |
| GENUINE PARTS CO |
| GODADDY INC |
| GQG PARTNERS INC-CDI |
| GRACO |
| GRAND CANYON EDUCATION INC |
| GRANITE CONSTRUCTION INC |
| GRAPHIC PACKAGING HOLDING CO |
| GRIFFON CORP |
| GRINDR INC |
| GROUP 1 AUTOMOTIVE INC |
| GUARDIAN PHARMACY SERVICES CL A ORD |
| GULFPORT ENERGY CORP |
| H&R BLOCK INC |
| HAEMONETICS CORP |
| HALOZYME THERAPEUTICS INC |
| HAMILTON LANE INC |
| HANOVER INSURANCE GROUP INC |
| HARMONY BIOSCIENCES HOLDINGS INC |
| HASBRO INC |
| HAWKINS INC |
| HCI GROUP INC |
| HELMERICH & PAYNE |
| HENRY SCHEIN INC |
| HERC HOLDINGS INC |
| HESS MIDSTREAM PARTNERS LP |
| HILTON GRAND VACATIONS INC |
| HIMS & HERS HEALTH INC |
| HUBBELL INC -CL B |
| HUNT (JB) TRANSPRT SVCS INC |
| HURON CONSULTING GROUP INC |
| IES HOLDINGS INC |
| ILLUMINA INC |
| INGEVITY CORP |
| INGREDION INC |
| INNODATA INC |
| INSTALLED BUILDING PRODUCTS INC |
| INSULET CORP |
| INTER PARFUMS INC |
| INTERDIGITAL INC |
| IRIDIUM COMMUNICATIONS INC |
| JABIL INC |
| JACK HENRY & ASSOCIATES INC |
| JAMES HARDIE INDUSTRIES PLC ORD |
| JETBLUE AIRWAYS CORP |
| JOHN WILEY & SONS INC |
| KBR INC |
| KIMBELL ROYALTY PARTNERS LP |
| KINSALE CAPITAL GROUP INC |
| KODIAK GAS SERVICES ORD |
| KONTOOR BRANDS INC |
| KYNDRYL HOLDINGS INC |
| LA-Z-BOY INC |
| LAMB WESTON HOLDING INC |
| LANDBRIDGE COMPANY CL A ORD |
| LANDSTAR SYSTEM INC |
| LANTHEUS HOLDINGS INC |
| LAUREATE EDUCATION INC |
| LAZARD INC |
| LEAR CORP |
| LEGGETT & PLATT INC |
| LENNOX INTL |
| LEVI STRAUSS & CO CLASS A |
| LIBERTY ENERGY INC |
| LIBERTY LATIN AMERICA - CLASS C |
| LIGHT & WONDER INC. CDI |
| LINCOLN ELECTRIC HOLDINGS |
| MACYS INC |
| MAGNOLIA OIL & GAS CORP |
| MANHATTAN ASSOCIATES INC |
| MASIMO CORPORATION |
| MATADOR RESOURCES CO |
| MATSON INC |
| MATTEL INC |
| MAXIMUS INC |
| MCGRATH RENTCORP |
| MCGRAW HILL INC |
| MEDPACE HOLDINGS INC |
| MERCURY GENERAL CORP |
| MGM RESORTS INTERNATIONAL |
| MILLICOM INTERNATIONAL CELLULA |
| MODINE MANUFACTURING CO |
| MOELIS & CO |
| MOLINA HEALTHCARE INC |
| MONARCH CASINO & RESORT INC |
| MORNINGSTAR INC |
| MSA SAFETY INC |
| MSC INDUSTRIAL DIRECT CO-A |
| MUELLER INDUSTRIES INC |
| MUELLER WATER PRODUCTS INC |
| MURPHY OIL CORP |
| MURPHY USA INC |
| MYR GROUP INC/DELAWARE |
| NATIONAL BEVERAGE CORP |
| NATIONAL FUEL GAS COMPANY |
| NCR ATLEOS CORP |
| NEWMARKET CORP |
| NEXSTAR MEDIA GROUP INC |
| NEXTRACKER INC-CL A |
| NIQ GLOBAL INTELLIGENCE PLC |
| NORDSON CORP |
| NORTHERN OIL AND GAS INC |
| NORTHWEST NATURAL GAS CO |
| NORWEGIAN CRUISE LINE HOLDINGS LTD |
| NRG ENERGY INC |
| O-I GLASS INC |
| OCEANEERING INTL INC |
| OFG BANCORP |
| OLIN CORP |
| ORGANON & CO |
| OVINTIV INC |
| OWENS CORNING INC |
| PACS GROUP ORD |
| PAR PACIFIC HOLDINGS INC |
| PATHWARD FINL INC |
| PATRICK INDUSTRIES INC |
| PATTERSON-UTI ENERGY INC |
| PAYCOM SOFTWARE INC |
| PAYLOCITY HOLDING CORP |
| PAYONEER GLOBAL INC |
| PEGASYSTEMS INC |
| PENSKE AUTOMOTIVE GROUP INC |
| PERMIAN RESOURCES CORP |
| PILGRIMS PRIDE CORP |
| PINNACLE WEST CAPITAL CORP |
| PJT PARTNERS INC |
| POOL CORP |
| POPULAR INC |
| POWELL INDUSTRIES INC |
| PRIMERICA INC |
| PRIMO BRANDS CORPORATION |
| QUALYS INC |
| RALPH LAUREN CORP |
| RED ROCK RESORTS INC-CLASS A |
| RENAISSANCERE HOLDINGS LTD |
| RH |
| RPM INTERNATIONAL INC |
| RUSH ENTERPRISES INC-CL A |
| RUSH STREET INTERACTIVE INC |
| RYDER SYSTEM INC |
| SAMSONITE INTERNATIONAL SA ORD |
| SAVERS VALUE VILLAGE ORD |
| SCIENCE APPLICATIONS INTERNATIONAL CORP |
| SERVICE CORP INTERNATIONAL |
| SEZZLE ORD |
| SHAKE SHACK INC |
| SHARKNINJA INC |
| SHIFT4 PAYMENTS INC |
| SIGNET JEWELERS LTD |
| SILGAN HOLDINGS INC |
| SIMPSON MANUFACTURING CO INC |
| SIRIUSPOINT LTD |
| SIX FLAGS ENTERTAINMENT CORP |
| SKYWEST INC |
| SLM CORP |
| SM ENERGY CO |
| SMITH (A.O.) CORP |
| SOLARIS ENERGY INFRASTRUCTURE |
| SOLSTICE ADVANCED MATERIALS INC |
| SOLV ENERGY INC |
| SOMNIGROUP INTERNATIONAL INC |
| SONIC AUTOMOTIVE INC-CLASS A |
| SONOCO PRODUCTS CO |
| SPROUTS FARMERS MARKET INC |
| STAGWELL INC |
| STERLING INFRASTRUCTURE INC |
| STEWART INFORMATION SERVICES CORP |
| STRIDE INC |
| SUNBELT RENTAL HOLDINGS INC |
| SUNOCOCORP LLC |
| SYLVAMO CORPORATION |
| Sotera Health Co |
| TALOS ENERGY INC |
| TAPESTRY INC |
| TECHNIPFMC PLC |
| TECNOGLASS INC |
| TENET HEALTHCARE CORP |
| TERADATA CORP |
| TETRA TECH INC |
| TEXAS PACIFIC LAND TRUST |
| TEXAS ROADHOUSE INC |
| THE CHEMOURS COMPANY |
| THE MARZETTI ORD |
| TIDEWATER INC |
| TKO GROUP HOLDINGS INC |
| TOPBUILD CORP |
| TORO CO |
| TPG INC |
| TREX CO INC |
| TRINET GROUP INC |
| TRINITY INDUSTRIES INC |
| UL SOLUTIONS CL A ORD |
| UNITED STATES LIME & MINERAL |
| UNIVERSAL HEALTH SVS.B |
| US FOODS HOLDING CORP |
| UWM HOLDINGS CORP |
| VAIL RESORTS INC |
| VALMONT INDUSTRIES |
| VALVOLINE INC |
| VENTURE GLOBAL INC |
| VEON LTD |
| VERALTO CORP |
| VERRA MOBILITY CORP |
| VERTEX INC |
| VF CORP |
| VICTORIAS SECRET & CO |
| VIKING HOLDINGS LTD |
| VIPER ENERGY INC-A |
| VIRTU FINANCIAL INC |
| VISTEON CORP |
| VONTIER CORP |
| WARNER MUSIC GROUP CORP |
| WATSCO INC |
| WD-40 CO |
| WEATHERFORD INTERNATIONAL PLC |
| WENDYS CO |
| WERNER ENTERPRISES INC |
| WESTERN ALLIANCE BANCORP |
| WESTERN UN CO |
| WEX INC |
| WHIRLPOOL CORP |
| WILLIAMS-SONOMA INC |
| WILLSCOT MOBILE MINI HOLDINGS |
| WYNDHAM HOTELS & RESORTS INC |
| XPO INC |
| YELP |
| YETI HOLDINGS INC |
| YUM CHINA HOLDINGS INC |
| ZIONS BANCORPORATION |
We work closely with our internal partners to deliver investment ideas that generate demonstrable value for our clients.