November 13, 2026
Announcement
| AAON INC |
| ABERCROMBIE & FITCH CO |
| ALASKA AIR GROUP |
| ALCOA CORP |
| ALLEGRO MICROSYSTEMS INC |
| ALLIANCE LAUNDRY HOLDINGS INC |
| ALPHA METALLURGICAL RESOURCES |
| AMERICAN AIRLINES GROUP INC |
| AMERICAN EAGLE OUT INC |
| AMERICAN SUPERCONDUCTOR CORP |
| ANALOG DEVICES INC |
| ARCBEST CORP |
| ASBURY AUTOMOTIVE GROUP |
| ATI INC |
| AUTONATION INC |
| AZZ INC |
| BABCOCK & WILCOX ENTERPRISES INC. |
| BIRKENSTOCK HOLDING ORD |
| BJS RESTAURANTS INC |
| BKV ORD |
| BLOOMIN BRANDS INC |
| BOISE CASCADE CO |
| BOOT BARN HOLDINGS INC |
| BUCKLE INC/THE |
| BUILDERS FIRSTSOURCE INC |
| CARMAX INC |
| CARNIVAL CORP LTD |
| CARPENTER TECHNOLOGY |
| CARRIER GLOBAL CORP |
| CATERPILLAR INC |
| CAVA GROUP ORD |
| CENTURY ALUMINUM COMPANY |
| CIRRUS LOGIC INC |
| CLEVELAND CLIFFS INC |
| COMMERCIAL METALS CO |
| CRACKER BARREL OLD COUNTRY STORE INC |
| CRH PLC |
| CROCS INC |
| CSX CORP |
| DECKERS OUTDOOR CORP |
| DELTA AIR LINES |
| DIODES INC |
| DUTCH BROS CL A ORD |
| DXP ENTERPRISES INC |
| EAGLE MATERIALS INC |
| EMERSON ELECTRIC CO |
| EROCK CL A ORD |
| FEDEX FREIGHT HOLDING COMPANY INC |
| FERGUSON PLC |
| FLOOR & DECOR HOLDINGS INC-A |
| FLOWSERVE CORP |
| FORD MOTOR CO |
| FORGENT POWER SOLUTIONS INC. |
| FRANKLIN ELECTRIC CO INC |
| GAP INC/THE |
| GENERAL MOTORS CO |
| GRAHAM CORP |
| GROUP 1 AUTOMOTIVE INC |
| HOME DEPOT INC |
| HUB GROUP INC. CLASS A |
| HUNT (JB) TRANSPRT SVCS INC |
| Hubbell Inc |
| ITT INC |
| IVANHOE ELECTRIC INC / US |
| JETBLUE AIRWAYS CORP |
| KAISER ALUMINUM CORP |
| KNIGHT-SWIFT TRANSPORTATION HOLDINGS INC |
| LANDSTAR SYSTEM INC |
| LENNOX INTL |
| LEVI STRAUSS & CO CLASS A |
| LINDBLAD EXPEDITIONS HOLDINGS |
| LITHIA MOTORS INC-CL A |
| LIVE NATION ENTERTAINMENT IN |
| MADISON AIR SOLUTIONS CL A ORD |
| MGM RESORTS INTERNATIONAL |
| MIDDLEBY CORP |
| MOHAWK INDS. |
| NANO NUCLEAR ENERGY ORD |
| NEW ERA ENERGY |
| NORDSON CORP |
| NOVANTA INC |
| NUCOR CORP |
| NUSCALE POWER CORP |
| OLD DOMINION FREIGHT LINE INC |
| OPENLANE INC |
| OSHKOSH CORP |
| OWENS CORNING INC |
| PACCAR INC |
| PAPA JOHNS INTERNATIONAL INC |
| PENN ENTERTAINMENT INC |
| PENSKE AUTOMOTIVE GROUP INC |
| POOL CORP |
| POWELL INDUSTRIES INC |
| POWER SOLUTIONS INTERNATIONAL INC |
| PREFORMED LINE PRODUCTS CO |
| PVH CORP |
| QXO INC |
| RAMACO RESOURCES INC |
| RBC BEARINGS INC |
| RED ROCK RESORTS INC-CLASS A |
| RELIANCE STEEL & ALUMINUM |
| RH |
| ROCKWELL AUTOMATION INC |
| RUSH ENTERPRISES INC-CL A |
| SAIA INC |
| SHAKE SHACK INC |
| SITIME CORP |
| SKYWORKS SOLUTIONS INC |
| SOLARIS ENERGY INFRASTRUCTURE |
| SONIC AUTOMOTIVE INC-CLASS A |
| SOUTHWEST AIRLINES CO |
| STANLEY BLACK & DECKER |
| STARBUCKS CORP |
| STEEL DYNAMICS INC |
| TEREX CORP |
| TEXAS INSTRUMENTS INC |
| TREX CO INC |
| UNDER ARMOUR INC - CLASS A |
| UNITED AIRLINES HOLDINGS INC |
| URBAN OUTFITTERS INC |
| VALMONT INDUSTRIES |
| VF CORP |
| VONTIER CORP |
| WATSCO INC |
| WEATHERFORD INTERNATIONAL CORP |
| WERNER ENTERPRISES INC |
| WINGSTOP INC |
| XPO INC |
We work closely with our internal partners to deliver investment ideas that generate demonstrable value for our clients.