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Company Name	Symbol	Price	Prev. Close	Volume	% Change	Change
Fabrinet Ordinary Shares	FN	472.60	500.75	323,666	-5.62%	-28.15
Biglari Holdings Inc Cl A	BH-A	2,100.49	2128.42	8,064	-1.31%	-27.93
MasTec, Inc. Common Stock	MTZ	352.71	380.63	420,415	-7.34%	-27.92
Quanta Services	PWR	646.67	674.04	430,319	-4.06%	-27.37
Generac Holdlings Inc. Common Stock	GNRC	230.52	257.81	799,172	-10.59%	-27.29
Credo Technology Group Holding Ltd - Ordinary Shares	CRDO	238.65	265.55	3,008,695	-10.13%	-26.90
Curtiss-Wright Corporation Common Stock	CW	766.33	792.77	68,737	-3.34%	-26.44
Advanced Energy Industries, Inc. - Common Stock	AEIS	284.52	310.84	271,311	-8.47%	-26.32
Lam Research	LRCX	324.00	350.20	6,611,451	-7.48%	-26.20
MKS Inc. - Common Stock	MKSI	342.04	368.06	777,681	-7.07%	-26.02
Valmont Industries, Inc. Common Stock	VMI	539.40	564.07	83,195	-4.37%	-24.67
MACOM Technology Solutions Holdings, Inc. - Common Stock	MTSI	303.11	327.64	1,102,141	-7.49%	-24.53
Dycom Industries, Inc. Common Stock	DY	406.76	431.00	211,658	-5.62%	-24.24
Onto Innovation Inc. Common Stock	ONTO	280.31	303.86	500,143	-7.75%	-23.55
Coherent Corp. - Common Stock	COHR	312.71	335.70	2,230,414	-6.85%	-22.99
Bel Fuse Inc. - Class B Common Stock	BELFB	254.93	277.45	133,743	-8.12%	-22.52
Vertiv Holdings, LLC Class A Common Stock	VRT	296.00	318.47	2,758,222	-7.06%	-22.47
W.W Grainger	GWW	1,347.92	1370.16	78,431	-1.62%	-22.24
Marvell Technology, Inc. - Common Stock	MRVL	227.31	249.27	17,265,941	-8.81%	-21.96
Parker-Hannifin	PH	949.49	971.36	164,942	-2.25%	-21.88
Eaton Corp Plc	ETN	391.55	413.42	880,822	-5.29%	-21.87
Arm Holdings plc - American Depositary Shares	ARM	301.33	322.24	3,541,853	-6.49%	-20.91
Rockwell Automation	ROK	462.00	482.87	235,719	-4.32%	-20.87
Bel Fuse Inc. - Class A Common Stock	BELFA	216.24	237.00	70,960	-8.76%	-20.76
Taiwan Semiconductor Manufacturing Company Ltd.	TSM	431.07	451.79	6,256,484	-4.59%	-20.72
Woodward, Inc. - Common Stock	WWD	403.17	423.48	152,514	-4.80%	-20.31
Hubbell Inc Common Stock	HUBB	475.81	495.60	151,410	-3.99%	-19.79
Bruker Corporation - 6.375% Mandatory Convertible Preferred Stock, Series A	BRKRP	433.74	453.48	2,014	-4.35%	-19.74
Applovin Corporation - Class A Common Stock	APP	524.56	543.79	2,000,550	-3.54%	-19.23
Nova Ltd. - Ordinary Shares	NVMI	448.24	466.63	269,684	-3.94%	-18.39

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