Each N-PORT filing of NUSC compared with the one before: positions added and dropped, the largest weight changes, turnover. Computed by Mulden from the filings; dated by filing period and SEC receipt.https://themulden.com/enhttps://themulden.com/funds/nusc/https://themulden.com/funds/nusc/454 positions became 438: 35 added (3.83% of the fund), 51 dropped (8.33%). Turnover proxy 16.1%. Largest increases: nVent Electric PLC 0.81% to 1.3%; Carpenter Technology Corp 0.89% to 1.19%; Penumbra Inc 0.14% to 0.43%; Outfront Media Inc 0.07% to 0.35%; Unity Software Inc 0.4% to 0.67%; Modine Manufacturing Co 0.76% to 1.02%. Largest decreases: Ralliant Corp 0.49% to 0.22%; Kratos Defense & Security Solutions Inc 0.68% to 0.41%; Lithia Motors Inc 0.3% to 0.04%; Mercury Systems Inc 0.39% to 0.14%; Medpace Holdings Inc 0.78% to 0.56%; Louisiana-Pacific Corp 0.38% to 0.18%. New: Fabrinet (0.77%), Essential Utilities Inc (0.6%), Jazz Pharmaceuticals PLC (0.23%), Sunococorp LLC (0.22%), Omega Healthcare Investors Inc (0.17%), Genpact Ltd (0.14%). Gone: Exact Sciences Corp (1.05%), NEXTracker Inc (0.92%), Casey's General Stores Inc (0.78%), Darling Ingredients Inc (0.6%), Ormat Technologies Inc (0.59%), Lumentum Holdings Inc (0.46%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Wed, 24 Jun 2026 12:00:00 GMThttps://themulden.com/funds/nusc/https://themulden.com/funds/nusc/441 positions became 454: 73 added (10.45% of the fund), 60 dropped (7.72%). Turnover proxy 23.6%. Largest increases: TD SYNNEX Corp 0.02% to 0.73%; Commercial Metals Co 0.1% to 0.71%; GATX Corp 0.02% to 0.37%; Service Corp International/US 0.52% to 0.86%; Resideo Technologies Inc 0.03% to 0.38%; Exact Sciences Corp 0.72% to 1.05%. Largest decreases: Valmont Industries Inc 0.69% to 0.02%; D-Wave Quantum Inc 0.94% to 0.32%; Crane Co 0.51% to 0.01%; Lumen Technologies Inc 0.87% to 0.39%; Cirrus Logic Inc 0.59% to 0.17%; Kratos Defense & Security Solutions Inc 1.08% to 0.68%. New: Medpace Holdings Inc (0.78%), Flowserve Corp (0.76%), Popular Inc (0.65%), Zurn Elkay Water Solutions Corp (0.49%), Sterling Infrastructure Inc (0.47%), Norwegian Cruise Line Holdings Ltd (0.4%). Gone: Comfort Systems USA Inc (1.6%), Ciena Corp (0.48%), Charles River Laboratories International Inc (0.4%), Synovus Financial Corp (0.37%), Saia Inc (0.34%), iRhythm Technologies Inc (0.33%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Wed, 25 Mar 2026 12:00:00 GMThttps://themulden.com/funds/nusc/https://themulden.com/funds/nusc/453 positions became 441: 37 added (6% of the fund), 49 dropped (10.2%). Turnover proxy 18%. Largest increases: NEXTracker Inc 0.42% to 1.29%; D-Wave Quantum Inc 0.34% to 0.94%; Kratos Defense & Security Solutions Inc 0.5% to 1.08%; Lumen Technologies Inc 0.41% to 0.87%; Cytokinetics Inc 0.16% to 0.55%; Exact Sciences Corp 0.36% to 0.72%. Largest decreases: FMC Corp 0.46% to 0.16%; Stride Inc 0.53% to 0.26%; Brinker International Inc 0.66% to 0.42%; Core & Main Inc 0.98% to 0.76%; Commvault Systems Inc 0.64% to 0.44%; Sprouts Farmers Market Inc 0.34% to 0.17%. New: Ionis Pharmaceuticals Inc (0.97%), Mirion Technologies Inc (0.54%), Tempus AI Inc (0.5%), Ralliant Corp (0.43%), SOUTHSTATE BANK CORP (0.39%), First Interstate BancSystem Inc (0.24%). Gone: Webster Financial Corp (0.88%), Tapestry Inc (0.77%), GameStop Corp (0.77%), Ryan Specialty Holdings Inc (0.61%), Commerce Bancshares Inc/MO (0.6%), Terreno Realty Corp (0.54%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Tue, 30 Dec 2025 12:00:00 GMThttps://themulden.com/funds/nusc/https://themulden.com/funds/nusc/465 positions became 453: 78 added (16.15% of the fund), 90 dropped (12.75%). Turnover proxy 24.6%. Largest increases: Comfort Systems USA Inc 0.92% to 1.5%; Guidewire Software Inc 0.41% to 0.76%; Old National Bancorp/IN 0.15% to 0.48%; Webster Financial Corp 0.57% to 0.88%; SPX Technologies Inc 0.33% to 0.6%; Lincoln National Corp 0.14% to 0.38%. Largest decreases: Murphy USA Inc 1.06% to 0.36%; Commercial Metals Co 0.55% to 0.1%; KBR Inc 0.73% to 0.3%; GameStop Corp 1.18% to 0.77%; Crane Co 0.87% to 0.56%; US Foods Holding Corp 0.76% to 0.46%. New: Host Hotels & Resorts Inc (0.94%), Carpenter Technology Corp (0.9%), Lamb Weston Holdings Inc (0.73%), Moderna Inc (0.52%), Service Corp International/US (0.5%), Kinsale Capital Group Inc (0.5%). Gone: H&R Block Inc (0.91%), Amcor PLC (0.71%), Flex Ltd (0.59%), First Horizon Corp (0.54%), ChampionX Corp (0.51%), White Mountains Insurance Group Ltd (0.5%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Fri, 26 Sep 2025 12:00:00 GMThttps://themulden.com/funds/nusc/https://themulden.com/funds/nusc/502 positions became 465: 24 added (3.14% of the fund), 61 dropped (7.01%). Turnover proxy 13.2%. Largest increases: GameStop Corp 0.52% to 1.18%; Comfort Systems USA Inc 0.63% to 0.92%; Kratos Defense & Security Solutions Inc 0.04% to 0.31%; Lumen Technologies Inc 0.12% to 0.38%; Casey's General Stores Inc 0.71% to 0.93%; Herc Holdings Inc 0.09% to 0.3%. Largest decreases: Freshpet Inc 0.7% to 0.38%; Vaxcyte Inc 0.6% to 0.29%; VF Corp 0.53% to 0.29%; WD-40 Co 0.21% to 0.04%; Newell Brands Inc 0.38% to 0.22%; Sarepta Therapeutics Inc 0.45% to 0.29%. New: TechnipFMC PLC (0.99%), Amcor PLC (0.71%), UFP Technologies Inc (0.18%), Enphase Energy Inc (0.16%), Asana Inc (0.13%), fuboTV Inc (0.11%). Gone: TechnipFMC PLC (0.78%), Berry Global Group Inc (0.61%), NEXTracker Inc (0.49%), Boise Cascade Co (0.46%), Beacon Roofing Supply Inc (0.37%), Inari Medical Inc (0.36%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Thu, 26 Jun 2025 12:00:00 GMThttps://themulden.com/funds/nusc/https://themulden.com/funds/nusc/510 positions became 502: 80 added (11.54% of the fund), 88 dropped (12.27%). Turnover proxy 23.3%. Largest increases: VF Corp 0.05% to 0.53%; Ryan Specialty Holdings Inc 0.2% to 0.6%; Vaxcyte Inc 0.25% to 0.6%; Spire Inc 0.03% to 0.38%; Pinnacle Financial Partners Inc 0.07% to 0.35%; Lattice Semiconductor Corp 0.32% to 0.61%. Largest decreases: Robert Half Inc 0.48% to 0.1%; Kilroy Realty Corp 0.44% to 0.14%; Royal Gold Inc 0.41% to 0.12%; Resideo Technologies Inc 0.28% to 0.02%; Knife River Corp 0.28% to 0.03%; Reinsurance Group of America Inc 0.6% to 0.36%. New: TechnipFMC PLC (0.78%), Morningstar Inc (0.65%), ATI Inc (0.63%), Valmont Industries Inc (0.54%), Commercial Metals Co (0.5%), Sarepta Therapeutics Inc (0.45%). Gone: Service Corp International/US (1.04%), Nutanix Inc (0.81%), TechnipFMC PLC (0.71%), Darling Ingredients Inc (0.64%), Element Solutions Inc (0.63%), Mattel Inc (0.62%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Thu, 27 Mar 2025 12:00:00 GMThttps://themulden.com/funds/nusc/https://themulden.com/funds/nusc/524 positions became 510: 44 added (5% of the fund), 58 dropped (7.53%). Turnover proxy 14.2%. Largest increases: CommVault Systems Inc 0.06% to 0.7%; Nutanix Inc 0.4% to 0.81%; Modine Manufacturing Co 0.31% to 0.56%; Blackstone Mortgage Trust Inc 0.02% to 0.27%; Brinker International Inc 0.06% to 0.28%; Affiliated Managers Group Inc 0.41% to 0.62%. Largest decreases: Atkore Inc 0.51% to 0.32%; Weatherford International PLC 0.59% to 0.41%; NOV Inc 0.44% to 0.27%; TriNet Group Inc 0.35% to 0.19%; WillScot Holdings Corp 0.33% to 0.18%; Marriott Vacations Worldwide Corp 0.19% to 0.05%. New: NEXTracker Inc (0.43%), Lattice Semiconductor Corp (0.32%), GameStop Corp (0.31%), Avient Corp (0.3%), Essential Properties Realty Trust Inc (0.28%), Viking Therapeutics Inc (0.26%). Gone: Commercial Metals Co (0.72%), Appfolio Inc (0.44%), Phillips Edison & Co Inc (0.44%), Rayonier Inc (0.44%), Rambus Inc (0.44%), Graphic Packaging Holding Co (0.37%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Thu, 26 Dec 2024 12:00:00 GMThttps://themulden.com/funds/nusc/https://themulden.com/funds/nusc/512 positions became 524: 96 added (12.28% of the fund), 84 dropped (9.73%). Turnover proxy 21.8%. Largest increases: Ryder System Inc 0.18% to 0.54%; Harley-Davidson Inc 0.07% to 0.42%; Terreno Realty Corp 0.31% to 0.65%; KBR Inc 0.48% to 0.79%; Casey's General Stores Inc 0.31% to 0.6%; Valvoline Inc 0.31% to 0.54%. Largest decreases: SiteOne Landscape Supply Inc 0.82% to 0.42%; Ryan Specialty Holdings Inc 0.57% to 0.18%; WEX Inc 0.82% to 0.51%; Asbury Automotive Group Inc 0.37% to 0.06%; Western Union Co/The 0.47% to 0.16%; Nutanix Inc 0.7% to 0.4%. New: Core & Main Inc (0.75%), Darling Ingredients Inc (0.65%), FMC Corp (0.57%), White Mountains Insurance Group Ltd (0.47%), Robert Half Inc (0.44%), MSA Safety Inc (0.44%). Gone: EMCOR Group Inc (1.07%), Shockwave Medical Inc (0.69%), FNB Corp/PA (0.49%), Morningstar Inc (0.44%), Brunswick Corp/DE (0.42%), Travel + Leisure Co (0.36%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Wed, 25 Sep 2024 12:00:00 GMThttps://themulden.com/funds/nusc/https://themulden.com/funds/nusc/518 positions became 512: 34 added (2.35% of the fund), 40 dropped (5.24%). Turnover proxy 10.7%. Largest increases: EMCOR Group Inc 0.69% to 1.07%; Shockwave Medical Inc 0.47% to 0.69%; Fortrea Holdings Inc 0.16% to 0.36%; Weatherford International PLC 0.48% to 0.66%; TechnipFMC PLC 0.54% to 0.72%; NEXTracker Inc 0.15% to 0.32%. Largest decreases: Concentrix Corp 0.45% to 0.28%; Rexford Industrial Realty Inc 0.7% to 0.57%; Western Alliance Bancorp 0.65% to 0.53%; DoubleVerify Holdings Inc 0.41% to 0.3%; Rambus Inc 0.62% to 0.51%; Valley National Bancorp 0.37% to 0.27%. New: Louisiana-Pacific Corp (0.31%), Chesapeake Utilities Corp (0.24%), Macy's Inc (0.2%), KB Home (0.16%), Greenbrier Cos Inc/The (0.13%), Digi International Inc (0.12%). Gone: Karuna Therapeutics Inc (0.67%), Macerich Co/The (0.39%), Williams-Sonoma Inc (0.36%), nVent Electric PLC (0.34%), Ormat Technologies Inc (0.34%), ePlus Inc (0.23%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Tue, 25 Jun 2024 12:00:00 GMThttps://themulden.com/funds/nusc/https://themulden.com/funds/nusc/531 positions became 518: 82 added (11.08% of the fund), 95 dropped (9.29%). Turnover proxy 22.7%. Largest increases: Procore Technologies Inc 0.16% to 0.62%; Appfolio Inc 0.06% to 0.48%; XPO Inc 0.04% to 0.42%; Williams-Sonoma Inc 0.02% to 0.36%; Terreno Realty Corp 0.02% to 0.34%; Walker & Dunlop Inc 0.07% to 0.37%. Largest decreases: TechnipFMC PLC 1.08% to 0.54%; Ryder System Inc 0.6% to 0.17%; EMCOR Group Inc 1.09% to 0.69%; Morningstar Inc 0.82% to 0.44%; Weatherford International PLC 0.8% to 0.48%; Merit Medical Systems Inc 0.3% to 0.04%. New: Element Solutions Inc (0.55%), First Horizon Corp (0.51%), Berry Global Group Inc (0.5%), Aramark (0.48%), Concentrix Corp (0.45%), Commerce Bancshares Inc/MO (0.42%). Gone: Louisiana-Pacific Corp (0.47%), ManpowerGroup Inc (0.45%), Curtiss-Wright Corp (0.45%), Halozyme Therapeutics Inc (0.43%), Hilton Grand Vacations Inc (0.39%), Avient Corp (0.38%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Mon, 25 Mar 2024 12:00:00 GMThttps://themulden.com/funds/nusc/https://themulden.com/funds/nusc/533 positions became 531: 67 added (6.78% of the fund), 69 dropped (10.17%). Turnover proxy 16.2%. Largest increases: Morningstar Inc 0.3% to 0.82%; Rexford Industrial Realty Inc 0.18% to 0.66%; TechnipFMC PLC 0.75% to 1.08%; Murphy USA Inc 0.75% to 1.05%; H&R Block Inc 0.61% to 0.88%; FTI Consulting Inc 0.47% to 0.7%. Largest decreases: Medical Properties Trust Inc 0.4% to 0.23%; DXC Technology Co 0.75% to 0.6%; Oceaneering International Inc 0.26% to 0.13%; Magnite Inc 0.24% to 0.11%; Sunrun Inc 0.32% to 0.2%; Louisiana-Pacific Corp 0.58% to 0.47%. New: UGI Corp (0.61%), Air Lease Corp (0.51%), Crane Co (0.5%), nVent Electric PLC (0.32%), Stride Inc (0.31%), Floor & Decor Holdings Inc (0.29%). Gone: Woodward Inc (0.66%), National Instruments Corp (0.57%), Triton International Ltd (0.55%), EastGroup Properties Inc (0.49%), Concentrix Corp (0.44%), Manhattan Associates Inc (0.41%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Wed, 27 Dec 2023 12:00:00 GMThttps://themulden.com/funds/nusc/https://themulden.com/funds/nusc/554 positions became 533: 86 added (12.44% of the fund), 107 dropped (14.27%). Turnover proxy 23.7%. Largest increases: Balchem Corp 0.08% to 0.42%; East West Bancorp Inc 0.35% to 0.67%; Commercial Metals Co 0.26% to 0.54%; DoubleVerify Holdings Inc 0.16% to 0.43%; ONE Gas Inc 0.13% to 0.39%; Western Alliance Bancorp 0.26% to 0.52%. Largest decreases: WillScot Mobile Mini Holdings Corp 0.99% to 0.32%; Valvoline Inc 0.78% to 0.3%; Foot Locker Inc 0.34% to 0.02%; FTI Consulting Inc 0.79% to 0.47%; Carter's Inc 0.34% to 0.06%; Leggett & Platt Inc 0.23% to 0.01%. New: Service Corp International/US (0.94%), Rambus Inc (0.7%), Woodward Inc (0.66%), H&R Block Inc (0.61%), EastGroup Properties Inc (0.49%), Manhattan Associates Inc (0.41%). Gone: Universal Display Corp (0.78%), Evoqua Water Technologies Corp (0.74%), Deckers Outdoor Corp (0.68%), Life Storage Inc (0.66%), DT Midstream Inc (0.62%), CubeSmart (0.56%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Wed, 27 Sep 2023 12:00:00 GMThttps://themulden.com/funds/nusc/https://themulden.com/funds/nusc/564 positions became 554: 74 added (7.83% of the fund), 84 dropped (13.13%). Turnover proxy 19.2%. Largest increases: Deckers Outdoor Corp 0.22% to 0.68%; EMCOR Group Inc 0.41% to 0.85%; New Jersey Resources Corp 0.35% to 0.64%; Marriott Vacations Worldwide Corp 0.22% to 0.5%; Flex Ltd 0.15% to 0.41%; Shockwave Medical Inc 0.24% to 0.47%. Largest decreases: NOV Inc 0.74% to 0.49%; Concentrix Corp 0.7% to 0.54%; Zions Bancorp NA 0.35% to 0.2%; Hanesbrands Inc 0.2% to 0.06%; Harley-Davidson Inc 0.52% to 0.38%; Synovus Financial Corp 0.65% to 0.52%. New: Life Storage Inc (0.66%), Karuna Therapeutics Inc (0.63%), Halozyme Therapeutics Inc (0.33%), Lantheus Holdings Inc (0.33%), Chegg Inc (0.29%), American States Water Co (0.28%). Gone: Axon Enterprise Inc (1.06%), Toro Co/The (0.98%), Reliance Steel & Aluminum Co (0.82%), United Therapeutics Corp (0.79%), NextEra Energy Partners LP (0.69%), Rexford Industrial Realty Inc (0.64%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Wed, 28 Jun 2023 12:00:00 GMThttps://themulden.com/funds/nusc/https://themulden.com/funds/nusc/553 positions became 564: 98 added (11.72% of the fund), 87 dropped (13.25%). Turnover proxy 22.8%. Largest increases: Novanta Inc 0.22% to 0.67%; Cirrus Logic Inc 0.14% to 0.59%; National Instruments Corp 0.15% to 0.51%; Universal Display Corp 0.35% to 0.7%; EMCOR Group Inc 0.09% to 0.41%; Umpqua Holdings Corp 0.07% to 0.38%. Largest decreases: Cactus Inc 0.38% to 0.03%; NOV Inc 1.07% to 0.74%; Starwood Property Trust Inc 0.76% to 0.44%; Flowserve Corp 0.31% to 0.02%; SPS Commerce Inc 0.34% to 0.08%; AMN Healthcare Services Inc 0.68% to 0.43%. New: DT Midstream Inc (0.62%), Chart Industries Inc (0.48%), Flowers Foods Inc (0.47%), STAG Industrial Inc (0.47%), NCR Corp (0.44%), Omega Healthcare Investors Inc (0.42%). Gone: First Solar Inc (1.35%), First Horizon Corp (1.17%), Darling Ingredients Inc (1.14%), Lamb Weston Holdings Inc (0.82%), Life Storage Inc (0.63%), Wolfspeed Inc (0.6%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Wed, 29 Mar 2023 12:00:00 GMThttps://themulden.com/funds/nusc/https://themulden.com/funds/nusc/564 positions became 553: 63 added (7.24% of the fund), 74 dropped (11.17%). Turnover proxy 17%. Largest increases: First Solar Inc 0.89% to 1.35%; Lamb Weston Holdings Inc 0.46% to 0.82%; Axon Enterprise Inc 0.77% to 1.06%; NOV Inc 0.81% to 1.07%; Innospec Inc 0.05% to 0.3%; Darling Ingredients Inc 0.9% to 1.14%. Largest decreases: Hanesbrands Inc 0.45% to 0.29%; Sunrun Inc 0.53% to 0.38%; Trex Co Inc 0.39% to 0.26%; Mattel Inc 0.9% to 0.77%; Kilroy Realty Corp 0.66% to 0.54%; Silvergate Capital Corp 0.33% to 0.22%. New: United Therapeutics Corp (0.93%), New Jersey Resources Corp (0.46%), Switch Inc (0.4%), World Wrestling Entertainment Inc (0.39%), Beacon Roofing Supply Inc (0.38%), Banner Corp (0.31%). Gone: Nielsen Holdings PLC (0.87%), Terminix Global Holdings Inc (0.63%), DT Midstream Inc (0.62%), Ingredion Inc (0.53%), ONE Gas Inc (0.45%), Livent Corp (0.38%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Tue, 27 Dec 2022 12:00:00 GMThttps://themulden.com/funds/nusc/https://themulden.com/funds/nusc/585 positions became 564: 85 added (11.37% of the fund), 106 dropped (11.78%). Turnover proxy 24.4%. Largest increases: Life Storage Inc 0.19% to 0.69%; First Solar Inc 0.45% to 0.89%; Toro Co/The 0.58% to 1%; Starwood Property Trust Inc 0.48% to 0.83%; WillScot Mobile Mini Holdings Corp 0.69% to 0.99%; Murphy USA Inc 0.53% to 0.77%. Largest decreases: Pinnacle Financial Partners Inc 0.4% to 0.01%; Ralph Lauren Corp 0.42% to 0.06%; Marriott Vacations Worldwide Corp 0.42% to 0.12%; Darling Ingredients Inc 1.19% to 0.9%; Federal Realty OP LP 0.54% to 0.26%; WEX Inc 0.81% to 0.54%. New: DXC Technology Co (0.89%), DT Midstream Inc (0.62%), Sunrun Inc (0.53%), CubeSmart (0.43%), Ryan Specialty Holdings Inc (0.41%), QuidelOrtho Corp (0.41%). Gone: Rayonier Inc (0.72%), Zynga Inc (0.72%), Popular Inc (0.65%), VICI Properties Inc (0.58%), LPL Financial Holdings Inc (0.52%), New Jersey Resources Corp (0.48%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Wed, 28 Sep 2022 12:00:00 GMThttps://themulden.com/funds/nusc/https://themulden.com/funds/nusc/606 positions became 585: 70 added (5.42% of the fund), 91 dropped (11.16%). Turnover proxy 16.5%. Largest increases: Nielsen Holdings PLC 0.68% to 1.07%; Rexford Industrial Realty Inc 0.41% to 0.78%; First Horizon Corp 0.82% to 1.17%; Federal Realty Investment Trust 0.2% to 0.54%; Reliance Steel & Aluminum Co 0.67% to 0.96%; Darling Ingredients Inc 0.96% to 1.19%. Largest decreases: Five9 Inc 0.3% to 0.02%; Western Alliance Bancorp 0.27% to 0.09%; Trex Co Inc 0.48% to 0.34%; SPS Commerce Inc 0.44% to 0.29%; Realogy Holdings Corp 0.14% to 0.01%; Concentrix Corp 0.91% to 0.78%. New: VICI Properties Inc (0.58%), Envestnet Inc (0.5%), Alkermes PLC (0.41%), Bread Financial Holdings Inc (0.3%), Arconic Corp (0.3%), ABM Industries Inc (0.27%). Gone: Service Corp International/US (0.99%), CyrusOne Inc (0.74%), Arena Pharmaceuticals Inc (0.56%), MGM Growth Properties LLC (0.5%), Carlisle Cos Inc (0.49%), Kimco Realty Corp (0.47%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Tue, 28 Jun 2022 12:00:00 GMThttps://themulden.com/funds/nusc/https://themulden.com/funds/nusc/645 positions became 606: 83 added (11.36% of the fund), 122 dropped (13.92%). Turnover proxy 24.4%. Largest increases: Concentrix Corp 0.52% to 0.91%; LXP Industrial Trust 0.02% to 0.38%; NOV Inc 0.37% to 0.68%; Kilroy Realty Corp 0.43% to 0.7%; Arena Pharmaceuticals Inc 0.32% to 0.56%; Nielsen Holdings PLC 0.47% to 0.68%. Largest decreases: Repligen Corp 0.56% to 0.29%; Paylocity Holding Corp 0.34% to 0.09%; AptarGroup Inc 0.3% to 0.07%; Mirati Therapeutics Inc 0.48% to 0.27%; Ultragenyx Pharmaceutical Inc 0.31% to 0.1%; Elastic NV 0.26% to 0.06%. New: Service Corp International/US (0.99%), Zynga Inc (0.72%), Lamb Weston Holdings Inc (0.58%), Mattel Inc (0.56%), SLM Corp (0.48%), SL Green Realty Corp (0.45%). Gone: Bill.com Holdings Inc (0.57%), CoreSite Realty Corp (0.55%), HollyFrontier Corp (0.51%), NCR Corp (0.46%), Acceleron Pharma Inc (0.46%), First Industrial Realty Trust Inc (0.45%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Mon, 28 Mar 2022 12:00:00 GMThttps://themulden.com/funds/nusc/https://themulden.com/funds/nusc/604 positions became 645: 110 added (8.21% of the fund), 69 dropped (9.46%). Turnover proxy 16%. Largest increases: Acceleron Pharma Inc 0.23% to 0.46%; Paylocity Holding Corp 0.13% to 0.34%; SiteOne Landscape Supply Inc 0.62% to 0.82%; Bill.com Holdings Inc 0.4% to 0.57%; SPS Commerce Inc 0.39% to 0.53%; Aspen Technology Inc 0.05% to 0.19%. Largest decreases: WEX Inc 0.78% to 0.61%; AMN Healthcare Services Inc 0.46% to 0.3%; Axon Enterprise Inc 0.74% to 0.6%; Terminix Global Holdings Inc 0.61% to 0.46%; Xerox Holdings Corp 0.41% to 0.28%; Toro Co/The 0.71% to 0.59%. New: Wolfspeed Inc (0.54%), HollyFrontier Corp (0.51%), DT Midstream Inc (0.45%), Arena Pharmaceuticals Inc (0.32%), Beacon Roofing Supply Inc (0.29%), Asana Inc (0.22%). Gone: Zynga Inc (0.51%), QTS Realty Trust Inc (0.47%), Cree Inc (0.43%), EnerSys (0.39%), Beyond Meat Inc (0.36%), TripAdvisor Inc (0.31%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Mon, 27 Dec 2021 12:00:00 GMThttps://themulden.com/funds/nusc/https://themulden.com/funds/nusc/676 positions became 604: 63 added (8.99% of the fund), 135 dropped (10.66%). Turnover proxy 22.3%. Largest increases: AZEK Co Inc/The 0.02% to 0.34%; Welbilt Inc 0.02% to 0.32%; CDK Global Inc 0.05% to 0.35%; Axon Enterprise Inc 0.45% to 0.74%; Open Lending Corp 0.07% to 0.34%; Concentrix Corp 0.22% to 0.48%. Largest decreases: GameStop Corp 0.74% to 0.28%; Planet Fitness Inc 0.58% to 0.23%; Franklin Electric Co Inc 0.31% to 0.01%; Ultragenyx Pharmaceutical Inc 0.47% to 0.22%; Freshpet Inc 0.66% to 0.42%; Wendy's Co/The 0.44% to 0.21%. New: Darling Ingredients Inc (0.92%), H&R Block Inc (0.45%), ONE Gas Inc (0.4%), Axalta Coating Systems Ltd (0.37%), FNB Corp/PA (0.37%), Sarepta Therapeutics Inc (0.35%). Gone: DXC Technology Co (0.78%), Sabre Corp (0.4%), Novavax Inc (0.39%), Tetra Tech Inc (0.38%), Middleby Corp/The (0.33%), frontdoor Inc (0.31%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Mon, 27 Sep 2021 12:00:00 GMThttps://themulden.com/funds/nusc/https://themulden.com/funds/nusc/640 positions became 676: 108 added (4.66% of the fund), 72 dropped (9.01%). Turnover proxy 16.1%. Largest increases: First Horizon Corp 0.38% to 0.8%; Reliance Steel & Aluminum Co 0.46% to 0.86%; Freshpet Inc 0.4% to 0.66%; Hancock Whitney Corp 0.15% to 0.41%; Intellia Therapeutics Inc 0.14% to 0.37%; Popular Inc 0.41% to 0.64%. Largest decreases: GameStop Corp 2.03% to 0.74%; Quidel Corp 0.53% to 0.19%; Ormat Technologies Inc 0.49% to 0.29%; TechnipFMC PLC 0.52% to 0.32%; Renewable Energy Group Inc 0.4% to 0.22%; First Solar Inc 0.64% to 0.47%. New: Wingstop Inc (0.32%), SeaWorld Entertainment Inc (0.29%), ZoomInfo Technologies Inc (0.2%), GMS Inc (0.19%), American States Water Co (0.18%), Perrigo Co PLC (0.18%). Gone: Darling Ingredients Inc (1.09%), Stitch Fix Inc (0.5%), ONE Gas Inc (0.44%), Envestnet Inc (0.4%), Arrowhead Pharmaceuticals Inc (0.4%), BankUnited Inc (0.36%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Mon, 28 Jun 2021 12:00:00 GMThttps://themulden.com/funds/nusc/https://themulden.com/funds/nusc/651 positions became 640: 91 added (10.92% of the fund), 102 dropped (15.98%). Turnover proxy 25.5%. Largest increases: GameStop Corp 0.09% to 2.03%; Novavax Inc 0.12% to 0.4%; Hubbell Inc 0.03% to 0.3%; TripAdvisor Inc 0.09% to 0.34%; Nordstrom Inc 0.12% to 0.37%; Xerox Holdings Corp 0.01% to 0.25%. Largest decreases: TCF Financial Corp 0.37% to 0.08%; Quidel Corp 0.79% to 0.53%; Crocs Inc 0.32% to 0.12%; Manhattan Associates Inc 0.35% to 0.15%; Freshpet Inc 0.59% to 0.4%; Southwest Gas Holdings Inc 0.53% to 0.36%. New: Stitch Fix Inc (0.5%), WillScot Mobile Mini Holdings Corp (0.45%), Valvoline Inc (0.42%), People's United Financial Inc (0.41%), Popular Inc (0.41%), Arrowhead Pharmaceuticals Inc (0.4%). Gone: Generac Holdings Inc (1.27%), Pool Corp (1.23%), Entegris Inc (1.09%), Service Corp International/US (0.99%), Dunkin' Brands Group Inc (0.7%), Plug Power Inc (0.63%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Mon, 29 Mar 2021 12:00:00 GMThttps://themulden.com/funds/nusc/https://themulden.com/funds/nusc/618 positions became 651: 89 added (2.9% of the fund), 56 dropped (7.23%). Turnover proxy 13.5%. Largest increases: MyoKardia Inc 0.11% to 0.47%; Darling Ingredients Inc 0.7% to 1.03%; Marriott Vacations Worldwide Corp 0.27% to 0.59%; Generac Holdings Inc 0.99% to 1.27%; Wendy's Co/The 0.32% to 0.59%; Plug Power Inc 0.36% to 0.63%. Largest decreases: WEX Inc 0.83% to 0.64%; TechnipFMC PLC 0.52% to 0.35%; Thor Industries Inc 0.48% to 0.34%; OPKO Health Inc 0.34% to 0.22%; CyrusOne Inc 0.59% to 0.49%; Ligand Pharmaceuticals Inc 0.3% to 0.19%. New: Terminix Global Holdings Inc (0.58%), Aaron's Holdings Co Inc (0.27%), Acceleron Pharma Inc (0.2%), Zymeworks Inc (0.19%), Sunnova Energy International Inc (0.17%), Novavax Inc (0.12%). Gone: Americold Realty Trust (0.61%), Immunomedics Inc (0.59%), ServiceMaster Global Holdings Inc (0.52%), Sunrun Inc (0.47%), Mattel Inc (0.38%), LogMeIn Inc (0.34%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Mon, 28 Dec 2020 12:00:00 GMThttps://themulden.com/funds/nusc/https://themulden.com/funds/nusc/646 positions became 618: 107 added (8.31% of the fund), 135 dropped (12.39%). Turnover proxy 25.1%. Largest increases: Pool Corp 0.84% to 1.24%; First Industrial Realty Trust Inc 0.11% to 0.49%; AMN Healthcare Services Inc 0.09% to 0.39%; Generac Holdings Inc 0.7% to 0.99%; Plug Power Inc 0.07% to 0.36%; Performance Food Group Co 0.03% to 0.31%. Largest decreases: ONE Gas Inc 0.75% to 0.34%; LogMeIn Inc 0.73% to 0.34%; Hanover Insurance Group Inc/The 0.7% to 0.31%; BJ's Wholesale Club Holdings Inc 0.37% to 0.01%; Encompass Health Corp 0.29% to 0.02%; Entegris Inc 1.19% to 0.91%. New: DXC Technology Co (0.62%), TechnipFMC PLC (0.52%), Hanesbrands Inc (0.51%), Avient Corp (0.34%), Synovus Financial Corp (0.33%), Sabre Corp (0.32%). Gone: Coupa Software Inc (0.57%), Anixter International Inc (0.51%), Fair Isaac Corp (0.5%), Teladoc Health Inc (0.5%), FirstCash Inc (0.46%), PolyOne Corp (0.35%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Mon, 28 Sep 2020 12:00:00 GMThttps://themulden.com/funds/nusc/https://themulden.com/funds/nusc/645 positions became 646: 56 added (4.52% of the fund), 55 dropped (8.04%). Turnover proxy 17.4%. Largest increases: Quidel Corp 0.35% to 0.79%; Halozyme Therapeutics Inc 0.11% to 0.42%; Legg Mason Inc 0.09% to 0.34%; Teladoc Health Inc 0.25% to 0.5%; Cirrus Logic Inc 0.32% to 0.54%; Immunomedics Inc 0.21% to 0.43%. Largest decreases: Howard Hughes Corp/The 0.61% to 0.13%; Starwood Property Trust Inc 0.98% to 0.61%; Woodward Inc 0.62% to 0.4%; Park Hotels & Resorts Inc 0.45% to 0.24%; Macerich Co/The 0.32% to 0.14%; WEX Inc 0.74% to 0.56%. New: Universal Display Corp (0.45%), HB Fuller Co (0.33%), Rambus Inc (0.23%), Primerica Inc (0.2%), Artisan Partners Asset Management Inc | 3061347 (0.19%), Zscaler Inc (0.17%). Gone: Chimera Investment Corp (0.57%), Mellanox Technologies Ltd (0.52%), Silicon Laboratories Inc (0.52%), Evercore Inc (0.38%), Proto Labs Inc (0.38%), ASGN Inc (0.37%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Mon, 29 Jun 2020 12:00:00 GMThttps://themulden.com/funds/nusc/https://themulden.com/funds/nusc/636 positions became 645: 91 added (9.07% of the fund), 82 dropped (12.77%). Turnover proxy 21.9%. Largest increases: Hanover Insurance Group Inc/The 0.38% to 0.79%; MSA Safety Inc 0.05% to 0.39%; Entegris Inc 0.68% to 1%; Planet Fitness Inc 0.16% to 0.42%; Wintrust Financial Corp 0.18% to 0.38%; Chimera Investment Corp 0.37% to 0.57%. Largest decreases: Cirrus Logic Inc 0.56% to 0.32%; Louisiana-Pacific Corp 0.37% to 0.16%; Franklin Electric Co Inc 0.29% to 0.08%; Bank OZK 0.46% to 0.27%; Sabra Health Care REIT Inc 0.39% to 0.2%; Manhattan Associates Inc 0.46% to 0.26%. New: Mellanox Technologies Ltd (0.52%), Proto Labs Inc (0.38%), Watts Water Technologies Inc (0.37%), Thor Industries Inc (0.37%), Zynga Inc (0.36%), Macerich Co/The (0.32%). Gone: Brown & Brown Inc (1.02%), Booz Allen Hamilton Holding Corp (0.99%), VICI Properties Inc (0.91%), Cabot Microelectronics Corp (0.64%), Black Knight Inc (0.63%), Federal Home Loan Banks, Discount Notes (0.61%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Fri, 27 Mar 2020 12:00:00 GMT