| Company | Symbol | % Assets | YTD Return % |
|---|
| Lithia Motors, Inc. Common Stoc | LAD | 2.12 | 13.60 |
| Triumph Group, Inc. Common Stoc | TGI | 1.63 | 10.84 |
| Polaris Industries Inc. Common | PII | 1.48 | 3.61 |
| United Rentals, Inc. Common Sto | URI | 1.43 | 15.62 |
| M/I Homes, Inc. Common Stock | MHO | 1.35 | -12.53 |
| Beacon Roofing Supply, Inc. | BECN | 1.13 | 11.81 |
| Eagle Materials Inc Common Stoc | EXP | 1.10 | 13.40 |
| Gulfport Energy Corporation | GPOR | 1.07 | 7.17 |
| Standard Pacific Corp Common St | SPF | 0.98 | 12.24 |
| Western Refining Inc. Western R | WNR | 0.97 | 34.23 |
1.77%