| Nutrien LTD COM(NTR) | COM | 67077M108 | $3.4M | 53,387 | 2.7% |
| Mobileye Global Inc Common Class A(MBLY) | COM | 60741F104 | $3.4M | 350,045 | 2.8% |
| Black Hills Corp COM(BKH) | COM | 092113109 | $3.6M | 48,246 | 2.9% |
| Heartland Express Inc COM(HTLD) | COM | 422347104 | $3.6M | 237,729 | 3.0% |
| Range RES Corp COM(RRC) | COM | 75281A109 | $3.9M | 103,808 | 3.2% |
| Hecla Mining Company COM(HL) | COM | 422704106 | $4.0M | 257,071 | 3.2% |
| Alcoa Corp COM(AA) | COM | 013872106 | $4.2M | 79,928 | 3.4% |
| Alaska AIR Group Inc(ALK) | COM | 011659109 | $4.6M | 87,688 | 3.7% |
| Fluor Corp COM(FLR) | COM | 343412102 | $4.7M | 89,330 | 3.8% |
| Cemex SA Euro MTN BE 144A Spon ADR New(CX) | ADR | 151290889 | $4.7M | 391,799 | 3.8% |
| Petroleo Brasileiro S A Sponsored ADR(PBR) | ADR | 71654V408 | $4.8M | 296,011 | 3.9% |
| Ishares Silver Trust ETF(SLV) | ETF | 46428Q109 | $5.3M | 99,461 | 4.3% |
| Grupo Cibest SA Fsponsored ADR 1 ADR Reps 4 ORD SHS(CIB1N) | ADR | 40090E106 | $5.5M | 68,797 | 4.5% |
| M & T Bank Corp(MTB) | COM | 55261F104 | $6.0M | 25,074 | 4.9% |
| PAN Amern Silver Corp COM(PAAS) | COM | 697900108 | $6.7M | 150,612 | 5.5% |
| Newmont Corp COM(NEM) | COM | 651639106 | $7.9M | 84,044 | 6.4% |
| Microsoft Corp COM(MSFT) | COM | 594918104 | $8.8M | 23,584 | 7.2% |