Downgrades Buy Neutral X

AAXN Axon

CL King

Downgrades Buy Neutral X

ABM ABM Industries

CL King

Initiated Neutral X

ASIX AdvanSix

CL King

Initiated Neutral X

ATC Atotech

CL King

Initiated Buy X

AVNS Avanos Medical

CL King

$31

Initiated Buy X

AXNX Axonics Modulation

CL King

$75

Upgrades Neutral Buy X

BC Brunswick

CL King

Downgrades Buy Neutral X

BC Brunswick

CL King

Initiated Buy X

BE Bloom Energy

CL King

$15

Initiated Buy X

BGS B&G Foods

CL King

Downgrades Buy Neutral X

BIO Bio-Rad Labs

CL King

Resumed Buy X

BJRI BJ Restaurants

CL King

$36

Downgrades Buy Neutral X

BOJA Bojangles’

CL King

Initiated Buy X

BSX Boston Scientific

CL King

$64

Upgrades Neutral Buy X

CAL Caleres

CL King

$29

Downgrades Buy Neutral X

CBRL Cracker Barrel

CL King

$90

Resumed Buy X

CBRL Cracker Barrel

CL King

$116

Downgrades Buy Neutral X

CBRL Cracker Barrel

CL King

Downgrades Buy Neutral X

CCMP CMC Materials

CL King

Initiated Buy X

CCMP Cabot Micro

CL King

$125

Resumed Neutral X

CHUY Chuy’s

CL King

Upgrades Neutral Buy X

CMP Compass Minerals

CL King

$75

Initiated Buy X

CNMD CONMED

CL King

$140

Upgrades Neutral Buy X

CROX Crocs

CL King

Initiated Buy X

CSWI CSW Industrials

CL King

Upgrades Buy Strong Buy X

DBI Designer Brands

CL King

Initiated Buy X

DENN Denny’s

CL King

$14

Downgrades Buy Neutral X

DIN Dine Brands

CL King

Downgrades Buy Neutral X

DORM Dorman Products

CL King

Initiated Buy X

ENS Enersys

CL King

$137

Initiated Buy X

ENTG Entegris

CL King

Initiated Buy X

EPAC Enerpac Tool Group

CL King

$35

Initiated Buy X

ESAB ESAB Corp.

CL King

$76

Initiated Buy X

ESI Element Solutions

CL King

$28

Initiated Buy X

FORM FormFactor

CL King

$42

Downgrades Buy Neutral X

GCO Genesco

CL King

Resumed Neutral X

GCP GCP Applied Tech.

CL King

Downgrades Buy Neutral X

GIII G-III Apparel

CL King

$28 $22

Initiated Buy X

GIII G-III Apparel

CL King

$42

Initiated Buy X

GNRC Generac

CL King

$178

Initiated Buy X

GTLS Chart Industries

CL King

$165

Initiated Buy X

HAE Haemonetics

CL King

$116

Initiated Buy X

HAIN Hain Celestial

CL King

$35

Initiated Strong Buy X

HI Hillenbrand

CL King

$61

Downgrades Buy Neutral X

HZO MarineMax

CL King

Initiated Buy X

IART Integra

CL King

$50

Upgrades Neutral Buy X

IPGP IPG Photonics

CL King

$76

Initiated Buy X

ITGR Integer Holdings

CL King

$137

Downgrades Buy Neutral X

LANC Lancaster Colony

CL King

Initiated Neutral X

LASR nLIGHT

CL King

Downgrades Buy Neutral X

LCII LCI Industries

CL King

Initiated Neutral X

LECO Lincoln Electric

CL King

Resumed Buy X

LFUS Littelfuse

CL King

$300

Downgrades Buy Neutral X

LW Lamb Weston

CL King

Initiated Buy X

MDT Medtronic

CL King

$106

Upgrades Neutral Buy X

MIDD Middleby

CL King

Upgrades Buy Strong Buy X

MIDD Middleby

CL King

$160

Initiated Buy X

MMSI Merit Medical

CL King

$88

Downgrades Buy Neutral X

MPAA Motorcar Parts of America

CL King

Initiated Buy X

MTRN Materion

CL King

$95

Upgrades Neutral Buy X

MTX Minerals Tech

CL King

$72

Downgrades Buy Neutral X

MTX Minerals Tech

CL King

Upgrades Neutral Buy X

NVT nVent Electric

CL King

$70

Initiated Neutral X

OM Outset Medical

CL King

Initiated Buy X

OXM Oxford Industries

CL King

$80

Initiated Buy X

PETQ PetIQ

CL King

$49

Initiated Neutral X

PETS PetMed Express

CL King

Upgrades Neutral Buy X

PETX Aratana Therapeutics

CL King

Initiated Buy X

PFGC Performance Food Group

CL King

$60

Upgrades Buy Strong Buy X

PVH PVH

CL King

Downgrades Buy Neutral X

RAIL Freightcar America

CL King

Downgrades Buy Neutral X

RGEN Repligen

CL King

Upgrades Neutral Buy X

RRGB Red Robin Gourmet

CL King

$10

Resumed Neutral X

RRGB Red Robin Gourmet

CL King

Upgrades Neutral Buy X

SCL Stepan Company

CL King

$89

Upgrades Neutral Buy X

SHOO Steven Madden

CL King

Downgrades Buy Neutral X

SILK Silk Road Medical

CL King

Initiated Buy X

SILK Silk Road Medical

CL King

$47

Downgrades Buy Neutral X

SMP Standard Motor

CL King

Initiated Buy X

SMPL Simply Good Foods

CL King

Initiated Neutral X

SNA Snap-On

CL King

Initiated Neutral X

SPTN SpartanNash

CL King

Downgrades Buy Neutral X

SRI Stoneridge

CL King

Initiated Buy X

SRI Stoneridge

CL King

$34

Initiated Buy X

SWAV ShockWave Medical

CL King

$368

Initiated Neutral X

SYY Sysco

CL King

Initiated Buy X

TFX Teleflex

CL King

$293

Initiated Neutral X

THRM Gentherm

CL King

Initiated Neutral X

TKR Timken

CL King

Initiated Buy X

TNC Tennant

CL King

$112

Upgrades Neutral Buy X

TRUP Trupanion

CL King

Initiated Buy X

TTC Toro

CL King

$133

Upgrades Neutral Buy X

UNFI United Natural Foods

CL King

$33

Downgrades Buy Neutral X

UNFI United Natural Foods

CL King

Initiated Buy X

UNFI United Natural Foods

CL King

Initiated Buy X

USFD US Foods

CL King

$41

Downgrades Buy Neutral X

WBT Welbilt

CL King

Initiated Neutral X

WBT Welbilt

CL King

Upgrades Neutral Strong Buy X

WGO Winnebago

CL King

Upgrades Buy Strong Buy X

WWW Wolverine

CL King