95.12% COMMON STOCKS
3.09% COMMUNICATIONS SERVICES
Millicom International Cellular S.A. (A)
19.76% CONSUMER DISCRETIONARY
Big Lots, Inc.
Perdoceo Education Corp.(A)
Urban Outfitters, Inc.(A)
VOXX International Corp.(A)
Winmark Corp.
WW International, Inc.
7.25% CONSUMER STAPLES
Fresh Del Monte Produce, Inc.
Reynolds Consumer Products, Inc.
6.07% ENERGY
KLX Energy Services Holdings, Inc.(A) Liberty Energy, Inc.
17.90% FINANCIALS
Community Trust Bancorp, Inc.
CVB Financial Corp.
EVERTEC, Inc.
Glacier Bancorp, Inc.
Hancock Whitney Corp.
Westamerica Bancorp.
3.59% HEALTHCARE
NextGen Healthcare, Inc.(A)
22.20% INDUSTRIALS
Commercial Vehicle Group, Inc.(A)
HNI Corp.
Pitney Bowes, Inc.
Steelcase, Inc.
Stericycle, Inc.(A)
Thermon Group Holdings, Inc.(A)
12.21% INFORMATION TECHNOLOGY
DXC Technology Co.(A)
NCR Corp.(A)
The Western Union Co.
3.05% MATERIALS
Compass Minerals International, Inc.
95.12% TOTAL COMMON STOCKS
3.11% PREFERRED STOCKS
Qurate Retail, Inc. Series V, 8.00%