| Amount | Holding |
|---|---|
| 5.47% | Atkore International Group Inc |
| 5.15% | SPDR® S&P Regional Banking ETF |
| 3.82% | Columbus McKinnon Corp |
| 3.68% | Greif Inc Class A |
| 3.41% | WestRock Co A |
| 3.13% | DMC Global Inc |
| 3.11% | Kennedy-Wilson Holdings Inc |
| 3.00% | Altra Industrial Motion Corp |
| 2.79% | Starwood Property Trust Inc |
| 2.63% | LKQ Corp |