| Covenant Logistics Group, Inc. CVLG | $24.12M | 3.97 | 520,357 | +32.53% | +$5.92M | 0.86 | |
| PROG Holdings, Inc. PRG | $22.9M | 1.54 | 665,000 | +195.56% | +$15.15M | 0.82 | |
| La-Z-Boy Incorporated LZB | $23.51M | 1.47 | 625,000 | -1.57% | -$376,200.00 | 0.84 | |
| Arhaus, Inc. ARHS | $24.62M | 1.14 | 1.6M | -20.38% | -$6.3M | 0.88 | |
| Urban Outfitters, Inc. URBN | $43.42M | 1.07 | 1M | New | +$43.42M | 1.55 | |
| PVH Corp. PVH | $57.85M | 0.73 | 411,389 | -28.45% | -$23.01M | 2.07 | |
| Tempur Sealy International, Inc. TPX | $68.18M | 0.69 | 1.2M | +6.57% | +$4.2M | 2.44 | |
| XPO Logistics, Inc. XPO | $97.96M | 0.69 | 802,723 | +255.97% | +$70.44M | 3.5 | |
| Kirby Corporation KEX | $35.92M | 0.65 | 376,818 | +115.64% | +$19.26M | 1.28 | |
| American Eagle Outfitters, Inc. AEO | $30.95M | 0.61 | 1.2M | +100% | +$15.47M | 1.11 | |
Element Solutions Inc ESI | $35.47M | 0.59 | 1.42M | +21.37% | +$6.25M | 1.27 | |
| Tapestry, Inc. TPR | $63.43M | 0.58 | 1.34M | +92.23% | +$30.43M | 2.27 | |
| Burlington Stores, Inc. BURL | $81.27M | 0.55 | 350,000 | +27.27% | +$17.41M | 2.9 | |
| Tidewater Inc. TDW | $25.76M | 0.53 | 280,000 | New | +$25.76M | 0.92 | |
| Crane Company CR | $40.86M | 0.53 | 302,387 | -7.35% | -$3.24M | 1.46 | |
| Skechers U.S.A., Inc. SKX | $49.01M | 0.53 | 800,000 | +6.67% | +$3.06M | 1.75 | |
| DraftKings Inc. DKNG | $95.36M | 0.44 | 2.1M | +75% | +$40.87M | 3.41 | |
| GXO Logistics, Inc. GXO | $27.15M | 0.42 | 505,000 | -9.8% | -$2.95M | 0.97 | |
| Louisiana-Pacific Corporation LPX | $24.12M | 0.4 | 287,452 | +26.53% | +$5.06M | 0.86 | |
| BellRing Brands, Inc. BRBR | $28.04M | 0.36 | 475,000 | +50.79% | +$9.44M | 1 | |
| Wayfair Inc. W | $26.01M | 0.31 | 383,153 | +3,731.53% | +$25.33M | 0.93 | |
| Lamb Weston Holdings, Inc. LW | $45.81M | 0.3 | 430,000 | -5.5% | -$2.66M | 1.64 | |
| Ulta Beauty, Inc. ULTA | $71.06M | 0.28 | 135,900 | New | +$71.06M | 2.54 | |
TFI International Inc. TFII | $36.88M | 0.27 | 231,306 | New | +$36.88M | 1.32 | |
| Casey's General Stores, Inc. CASY | $31.07M | 0.26 | 97,577 | +230.8% | +$21.68M | 1.11 | |
| ITT Inc. ITT | $23.59M | 0.21 | 173,391 | -23.41% | -$7.21M | 0.84 | |
| Pentair plc PNR | $24.54M | 0.17 | 287,200 | +3.31% | +$786,048.00 | 0.88 | |
| Masco Corporation MAS | $23.49M | 0.14 | 297,789 | -13.38% | -$3.63M | 0.84 | |
| Constellation Brands, Inc. STZ | $62.5M | 0.13 | 230,000 | 0% | +$0 | 2.23 | |
| The Kraft Heinz Company KHC | $50.92M | 0.11 | 1.38M | +12.2% | +$5.54M | 1.82 | |
| Westlake Corporation WLK | $20.9M | 0.11 | 136,755 | New | +$20.9M | 0.75 | |
| Dover Corporation DOV | $25.29M | 0.1 | 142,750 | +103.93% | +$12.89M | 0.9 | |
| Kimberly-Clark Corporation KMB | $45.27M | 0.1 | 350,000 | New | +$45.27M | 1.62 | |
CRH plc CRH | $45.29M | 0.08 | 525,000 | New | +$45.29M | 1.62 | |
| General Mills, Inc. GIS | $29.74M | 0.08 | 425,000 | New | +$29.74M | 1.06 | |
| Quanta Services, Inc. PWR | $28.47M | 0.08 | 109,576 | -33.21% | -$14.15M | 1.02 | |
| Parker-Hannifin Corporation PH | $50.33M | 0.07 | 90,557 | -0.59% | -$297,347.65 | 1.8 | |
| L3Harris Technologies, Inc. LHX | $25.79M | 0.06 | 121,000 | +59.21% | +$9.59M | 0.92 | |
| DoorDash, Inc. DASH | $30.99M | 0.06 | 225,000 | -40% | -$20.66M | 1.11 | |
| TransDigm Group Incorporated TDG | $35.69M | 0.05 | 28,975 | +4.58% | +$1.56M | 1.28 | |
| Eaton Corporation plc ETN | $59.76M | 0.05 | 191,106 | +1.59% | +$938,040.00 | 2.13 | |
| Mondelez International, Inc. MDLZ | $42M | 0.05 | 600,000 | New | +$42M | 1.5 | |
| D.R. Horton, Inc. DHI | $23.74M | 0.04 | 144,287 | +45.32% | +$7.4M | 0.85 | |
| General Electric Company GE | $61.88M | 0.03 | 352,524 | -38.1% | -$38.09M | 2.21 | |
| Emerson Electric Co. EMR | $20.42M | 0.03 | 180,000 | +1.12% | +$226,840.00 | 0.73 | |
| The Coca-Cola Company KO | $62.71M | 0.02 | 1.02M | New | +$62.71M | 2.24 | |
| Linde plc LIN | $29.08M | 0.01 | 62,635 | 0% | +$0 | 1.04 | |
| Amazon.com, Inc. AMZN | $121.76M | 0.01 | 675,000 | +35% | +$31.57M | 4.35 | |
iShares 1-3 Year Treasury Bond ETF SHY | $50.62M | <0.01 | 619,000 | 0% | +$0 | 1.81 | |
Vanguard Short-Term Treasury Index Fund VGSH | $30.34M | <0.01 | 522,500 | +49.29% | +$10.02M | 1.08 |