Each N-PORT filing of SEIS 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/seis/https://themulden.com/funds/seis/345 positions became 352: 46 added (9% of the fund), 39 dropped (7.59%). Turnover proxy 19.8%. Largest increases: Credo Technology Group Holding Ltd 0.64% to 1.34%; BLOOM ENERGY CORPORATION 0.85% to 1.52%; DIODES INCORPORATED 0.4% to 0.91%; BRIGHTSPRING HEALTH SERVICES, INC. 0.25% to 0.72%; ENOVA INTERNATIONAL, INC. 0.99% to 1.41%; SITIME CORPORATION 0.51% to 0.88%. Largest decreases: PHOTRONICS, INC. 0.89% to 0.42%; PAR PACIFIC HOLDINGS, INC. 0.61% to 0.2%; EPLUS INC. 0.54% to 0.14%; EXLSERVICE HOLDINGS, INC. 0.91% to 0.63%; COMMERCIAL METALS COMPANY 1.1% to 0.83%; KENNAMETAL INC. 0.53% to 0.29%. New: ZURN ELKAY WATER SOLUTIONS CORPORATION (0.89%), SEMTECH CORPORATION (0.53%), Rush Street Interactive Inc (0.36%), VISHAY PRECISION GROUP, INC. (0.32%), Ralliant Corp (0.31%), TRIMAS CORPORATION (0.3%). Gone: PRIMORIS SERVICES CORPORATION (0.86%), Atmus Filtration Technologies Inc (0.62%), NICOLET BANKSHARES, INC. (0.51%), TAYLOR MORRISON HOME CORPORATION (0.46%), CATALYST PHARMACEUTICALS, INC. (0.31%), GRAHAM CORPORATION (0.25%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Fri, 28 Aug 2026 12:00:00 GMThttps://themulden.com/funds/seis/https://themulden.com/funds/seis/336 positions became 345: 44 added (7.64% of the fund), 35 dropped (6.19%). Turnover proxy 18.4%. Largest increases: WATTS WATER TECHNOLOGIES, INC. 0.43% to 1%; STRIDE, INC. 0.19% to 0.63%; EPLUS INC. 0.15% to 0.54%; BLOOM ENERGY CORPORATION 0.48% to 0.85%; VIAVI SOLUTIONS INC. 0.37% to 0.72%; CLEAR SECURE, INC. 0.76% to 1.09%. Largest decreases: HALOZYME THERAPEUTICS, INC. 0.8% to 0.15%; EXLSERVICE HOLDINGS, INC. 1.46% to 0.91%; LINCOLN NATIONAL CORPORATION 0.77% to 0.35%; Credo Technology Group Holding Ltd 1% to 0.64%; CAVCO INDUSTRIES, INC. 0.46% to 0.15%; WESCO INTERNATIONAL, INC. 0.56% to 0.26%. New: National Energy Services Reunited Corp. (0.36%), ADVANCED ENERGY INDUSTRIES, INC. (0.29%), NATIONAL VISION HOLDINGS, INC. (0.27%), BRIGHTSPRING HEALTH SERVICES, INC. (0.25%), V2X, INC. (0.25%), DANA INCORPORATED (0.24%). Gone: SUPERNUS PHARMACEUTICALS, INC. (0.54%), Kontoor Brands, Inc. (0.36%), REV GROUP, INC. (0.34%), VITAL FARMS, INC. (0.33%), STEVEN MADDEN, LTD. (0.29%), COMMSCOPE HOLDING COMPANY, INC. (0.25%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Fri, 29 May 2026 12:00:00 GMThttps://themulden.com/funds/seis/https://themulden.com/funds/seis/302 positions became 336: 58 added (11.53% of the fund), 24 dropped (5.08%). Turnover proxy 27.7%. Largest increases: COMMERCIAL METALS COMPANY 0.56% to 1.18%; ABERCROMBIE & FITCH CO. 0.24% to 0.83%; MOLINA HEALTHCARE, INC. 0.28% to 0.85%; Progyny Inc 0.14% to 0.61%; FEDERAL SIGNAL CORPORATION 0.4% to 0.86%; CLEVELAND-CLIFFS INC. 0.45% to 0.9%. Largest decreases: STRIDE, INC. 1.65% to 0.19%; ADTALEM GLOBAL EDUCATION INC. 1.89% to 0.77%; MUELLER WATER PRODUCTS, INC. 0.98% to 0.15%; SSR MINING INC. 1.55% to 0.74%; Kontoor Brands, Inc. 1.13% to 0.36%; UMB FINANCIAL CORPORATION 1.46% to 0.73%. New: BLOOM ENERGY CORPORATION (0.48%), LAUREATE EDUCATION, INC. (0.44%), COEUR MINING, INC. (0.4%), SANMINA CORPORATION (0.39%), VIAVI SOLUTIONS INC. (0.37%), Cushman & Wakefield Ltd. (0.36%). Gone: JANUS INTERNATIONAL GROUP, INC. (0.48%), WOLVERINE WORLD WIDE, INC. (0.42%), FRONTDOOR, INC. (0.34%), RUSH ENTERPRISES, INC. (0.33%), Tecnoglass Inc. (0.32%), COMERICA INCORPORATED (0.32%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Mon, 02 Mar 2026 12:00:00 GMThttps://themulden.com/funds/seis/https://themulden.com/funds/seis/309 positions became 302: 45 added (9.12% of the fund), 52 dropped (15.98%). Turnover proxy 23.8%. Largest increases: Credo Technology Group Holding Ltd 0.23% to 1.27%; TTM TECHNOLOGIES, INC. 0.17% to 1.2%; PRIMORIS SERVICES CORPORATION 0.17% to 1.12%; CLEAR SECURE, INC. 0.17% to 0.89%; Kontoor Brands, Inc. 0.43% to 1.13%; FIRSTCASH HOLDINGS, INC. 0.21% to 0.91%. Largest decreases: BRINKER INTERNATIONAL, INC. 1.57% to 1.01%; MERITAGE HOMES CORPORATION 0.44% to 0.14%; URBAN OUTFITTERS, INC. 1.74% to 1.47%; ICU MEDICAL, INC. 0.41% to 0.14%; Dave Inc 0.79% to 0.53%; Q2 HOLDINGS, INC. 0.86% to 0.61%. New: SUPERNUS PHARMACEUTICALS, INC. (0.73%), WISDOMTREE, INC. (0.53%), CALIX, INC. (0.44%), Energizer Holdings, Inc. (0.44%), WOLVERINE WORLD WIDE, INC. (0.42%), LYFT, INC. (0.35%). Gone: SPROUTS FARMERS MARKET, INC. (2.36%), PRIMO BRANDS CORPORATION (1.16%), BADGER METER, INC. (1.15%), BROOKFIELD INFRASTRUCTURE CORPORATION (1%), BELLRING BRANDS, INC. (0.58%), HIMS & HERS HEALTH, INC. (0.57%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Fri, 28 Nov 2025 12:00:00 GMThttps://themulden.com/funds/seis/https://themulden.com/funds/seis/358 positions became 309: 67 added (18.02% of the fund), 116 dropped (18.78%). Turnover proxy 39.3%. Largest increases: ADTALEM GLOBAL EDUCATION INC. 0.57% to 1.71%; UMB FINANCIAL CORPORATION 0.38% to 1.42%; SPROUTS FARMERS MARKET, INC. 1.44% to 2.36%; BRINKER INTERNATIONAL, INC. 0.74% to 1.57%; STRIDE, INC. 0.94% to 1.76%; REV GROUP, INC. 0.17% to 0.91%. Largest decreases: HANCOCK WHITNEY CORPORATION 0.81% to 0.27%; BREAD FINANCIAL HOLDINGS, INC. 0.71% to 0.19%; YELP INC. 0.73% to 0.21%; ZIONS BANCORPORATION, NATIONAL ASSOCIATION 0.82% to 0.31%; CORCEPT THERAPEUTICS INCORPORATED 1.33% to 0.83%; LINCOLN NATIONAL CORPORATION 0.86% to 0.36%. New: BRIDGEBIO PHARMA, INC. (1.47%), Soleno Therapeutics Inc (0.69%), DYCOM INDUSTRIES, INC. (0.62%), BELLRING BRANDS, INC. (0.58%), THE BANCORP, INC. (0.55%), SENSIENT TECHNOLOGIES CORPORATION (0.55%). Gone: ABM INDUSTRIES INCORPORATED (0.56%), HELMERICH & PAYNE, INC. (0.45%), VEREN INC. (0.41%), FIRST BUSEY CORPORATION (0.37%), M/I HOMES, INC. (0.34%), CABOT CORPORATION (0.33%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Thu, 28 Aug 2025 12:00:00 GMThttps://themulden.com/funds/seis/https://themulden.com/funds/seis/370 positions became 358: 46 added (8.34% of the fund), 58 dropped (9.86%). Turnover proxy 20.1%. Largest increases: CORCEPT THERAPEUTICS INCORPORATED 0.62% to 1.33%; HANCOCK WHITNEY CORPORATION 0.1% to 0.81%; BROOKFIELD INFRASTRUCTURE CORPORATION 0.29% to 0.79%; PRIMO BRANDS CORPORATION 0.41% to 0.85%; URBAN OUTFITTERS, INC. 0.96% to 1.36%; HALOZYME THERAPEUTICS, INC. 0.35% to 0.74%. Largest decreases: CINEMARK HOLDINGS, INC. 0.88% to 0.27%; CARGURUS, INC. 0.84% to 0.38%; MODINE MANUFACTURING COMPANY 0.67% to 0.22%; FEDERAL SIGNAL CORPORATION 0.46% to 0.13%; HELMERICH & PAYNE, INC. 0.78% to 0.45%; KB HOME 0.54% to 0.23%. New: CAVCO INDUSTRIES, INC. (0.58%), PJT PARTNERS INC. (0.31%), SCORPIO TANKERS INC. (0.3%), JANUS INTERNATIONAL GROUP, INC. (0.3%), ACADIA PHARMACEUTICALS INC. (0.27%), NETSCOUT SYSTEMS, INC. (0.25%). Gone: SM ENERGY COMPANY (0.77%), RESIDEO TECHNOLOGIES, INC. (0.54%), StepStone Group Inc (0.42%), IMPINJ, INC. (0.37%), Banco Latinoamericano de Comercio Exterior, S.A. (0.36%), REVOLVE GROUP, INC. (0.35%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Fri, 30 May 2025 12:00:00 GMT