| 1 | $SLVM Sylvamo Corp | 15 | $0 |
| 2 | $SON SONOCO PRODUCTS CO | 12 | $0 |
| 3 | $GTLS CHART INDUSTRIES INC | 12 | $0 |
| 4 | $FUL FULLER H B CO | 11 | $0 |
| 5 | $CCK CROWN HOLDINGS, INC. | 10 | $0 |
| 6 | $ALB ALBEMARLE CORP | 10 | $0 |
| 7 | $FMC FMC CORP | 9 | $0 |
| 8 | $TREX TREX CO INC | 9 | $0 |
| 9 | $ATR APTARGROUP, INC. | 9 | $0 |
| 10 | $EXP EAGLE MATERIALS INC | 9 | $0 |
| 11 | $SCCO SOUTHERN COPPER CORP/ | 8 | $0 |
| 12 | $RPM RPM INTERNATIONAL INC/DE/ | 8 | $0 |
| 13 | $ACU ACME UNITED CORP | 8 | $0 |
| 14 | $PPG PPG INDUSTRIES INC | 8 | $0 |
| 15 | $WMS ADVANCED DRAINAGE SYSTEMS, INC. | 8 | $0 |
| 16 | $WOR WORTHINGTON ENTERPRISES, INC. | 7 | $0 |
| 17 | $UEC URANIUM ENERGY CORP | 7 | $0 |
| 18 | $AZZ AZZ INC | 7 | $0 |
| 19 | $BDC BELDEN INC. | 7 | $0 |
| 20 | $CVCO CAVCO INDUSTRIES, INC. | 7 | $0 |
| 21 | $STLD STEEL DYNAMICS INC | 7 | $0 |
| 22 | $CMC COMMERCIAL METALS Co | 6 | $504K |
| 23 | $WRAP WRAP TECHNOLOGIES, INC. | 6 | $364K |
| 24 | $NEM NEWMONT Corp /DE/ | 6 | $0 |
| 25 | $SMG SCOTTS MIRACLE-GRO CO | 6 | $0 |
| 26 | $CRS CARPENTER TECHNOLOGY CORP | 6 | $0 |
| 27 | $ARQ Arq, Inc. | 6 | $0 |
| 28 | $MATV Mativ Holdings, Inc. | 6 | $0 |
| 29 | $LOOP Loop Industries, Inc. | 5 | $52K |
| 30 | $NWL NEWELL BRANDS INC. | 5 | $0 |
| 31 | $LAC LITHIUM AMERICAS CORP. | 5 | $0 |
| 32 | $WS Worthington Steel, Inc. | 5 | $0 |
| 33 | $ABAT AMERICAN BATTERY TECHNOLOGY Co | 5 | $0 |
| 34 | $IAUX i-80 Gold Corp. | 5 | $0 |
| 35 | $NB NIOCORP DEVELOPMENTS LTD | 5 | $0 |
| 36 | $HXL HEXCEL CORP /DE/ | 4 | $0 |
| 37 | $IPI Intrepid Potash, Inc. | 4 | $0 |
| 38 | $GPK GRAPHIC PACKAGING HOLDING CO | 4 | $0 |
| 39 | $AXON AXON ENTERPRISE, INC. | 3 | $0 |
| 40 | $UUUU ENERGY FUELS INC | 3 | $1.02M |
| 41 | $PKOH PARK OHIO HOLDINGS CORP | 3 | $0 |
| 42 | $MLI MUELLER INDUSTRIES INC | 3 | $0 |
| 43 | $PACK Ranpak Holdings Corp. | 3 | $0 |
| 44 | $ATI ATI INC | 2 | $0 |
| 45 | $SNA Snap-on Inc | 2 | $0 |
| 46 | $VMI VALMONT INDUSTRIES INC | 2 | $101K |
| 47 | $NTIC NORTHERN TECHNOLOGIES INTERNATIONAL CORP | 2 | $0 |
| 48 | $JELD JELD-WEN Holding, Inc. | 2 | $0 |
| 49 | $USAR USA Rare Earth, Inc. | 2 | $0 |
| 50 | $GORO GOLD RESOURCE CORP | 2 | $0 |
| 51 | $AQMS Aqua Metals, Inc. | 2 | $0 |
| 52 | $NGVT Ingevity Corp | 2 | $0 |
| 53 | $CLW Clearwater Paper Corp | 2 | $0 |
| 54 | $MTRN MATERION Corp | 2 | $0 |
| 55 | $FTK FLOTEK INDUSTRIES INC/CN/ | 2 | $0 |
| 56 | $PRM Perimeter Solutions, Inc. | 1 | $0 |
| 57 | $CSW CSW INDUSTRIALS, INC. | 1 | $0 |
| 58 | $OCC OPTICAL CABLE CORP | 1 | $0 |
| 59 | $AA Alcoa Corp | 1 | $0 |
| 60 | $GEF GREIF, INC | 1 | $0 |
| 61 | $MWA Mueller Water Products, Inc. | 1 | $30K |
| 62 | $XPEL XPEL, Inc. | 1 | $0 |
| 63 | $AMRZ Amrize Ltd | 1 | $0 |
| 64 | $APOG APOGEE ENTERPRISES, INC. | 1 | $0 |
| 65 | $ATLX Atlas Lithium Corp | 1 | $0 |
| 66 | $AVD AMERICAN VANGUARD CORP | 1 | $0 |
| 67 | $AVY Avery Dennison Corp | 1 | $0 |
| 68 | $BLGO BIOLARGO, INC. | 1 | $0 |
| 69 | $BOOM DMC Global Inc. | 1 | $0 |
| 70 | $CITR CitroTech Inc. | 1 | $0 |
| 71 | $CMP COMPASS MINERALS INTERNATIONAL INC | 1 | $0 |
| 72 | $CMT CORE MOLDING TECHNOLOGIES INC | 1 | $0 |
| 73 | $CPSH CPS TECHNOLOGIES CORP/DE/ | 1 | $0 |
| 74 | $DSS DSS, INC. | 1 | $0 |
| 75 | $GT GOODYEAR TIRE & RUBBER CO /OH/ | 1 | $0 |
| 76 | $HWM Howmet Aerospace Inc. | 1 | $0 |
| 77 | $LEU CENTRUS ENERGY CORP | 1 | $0 |
| 78 | $LPX LOUISIANA-PACIFIC CORP | 1 | $0 |
| 79 | $LWLG Lightwave Logic, Inc. | 1 | $0 |
| 80 | $MERC MERCER INTERNATIONAL INC. | 1 | $0 |
| 81 | $MUX McEwen Inc. | 1 | $0 |
| 82 | $NC NACCO INDUSTRIES INC | 1 | $0 |
| 83 | $OC Owens Corning | 1 | $0 |
| 84 | $PCT PureCycle Technologies, Inc. | 1 | $0 |
| 85 | $ROG ROGERS CORP | 1 | $0 |
| 86 | $RYES Rise Gold Corp. | 1 | $0 |
| 87 | $SND Smart Sand, Inc. | 1 | $0 |
| 88 | $SWK STANLEY BLACK & DECKER, INC. | 1 | $0 |
| 89 | $TMC TMC the metals Co Inc. | 1 | $0 |
| 90 | $TROX Tronox Holdings plc | 1 | $0 |
| 91 | $TRS TRIMAS CORP | 1 | $0 |
| 92 | $VMC Vulcan Materials CO | 1 | $0 |