Each N-PORT filing of SLY 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/sly/https://themulden.com/funds/sly/602 positions became 602: 26 added (5.74% of the fund), 26 dropped (3.83%). Turnover proxy 11.8%. Largest increases: Axcelis Technologies Inc 0.3% to 0.48%; Rambus Inc 0.44% to 0.6%; elf Beauty Inc 0.32% to 0.46%; Insight Enterprises Inc 0.35% to 0.48%; ATI Inc 0.44% to 0.56%; NeoGenomics Inc 0.13% to 0.24%. Largest decreases: Helmerich & Payne Inc 0.6% to 0.41%; National Vision Holdings Inc 0.35% to 0.16%; CVB Financial Corp 0.39% to 0.24%; Patterson-UTI Energy Inc 0.42% to 0.28%; Cytokinetics Inc 0.5% to 0.37%; AMN Healthcare Services Inc 0.51% to 0.39%. New: Radian Group Inc (0.38%), Otter Tail Corp (0.33%), Dycom Industries Inc (0.3%), DoubleVerify Holdings Inc (0.29%), Atlantic Union Bankshares Corp (0.29%), Tandem Diabetes Care Inc (0.29%). Gone: Agree Realty Corp (0.72%), Exponent Inc (0.57%), UFP Industries Inc (0.56%), South Jersey Industries Inc (0.5%), Atlas Air Worldwide Holdings Inc (0.3%), Columbia Banking System Inc (0.27%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Tue, 30 May 2023 12:00:00 GMThttps://themulden.com/funds/sly/https://themulden.com/funds/sly/602 positions became 602: 17 added (2.81% of the fund), 17 dropped (2.85%). Turnover proxy 8.9%. Largest increases: Helmerich & Payne Inc 0.48% to 0.6%; Aerojet Rocketdyne Holdings Inc 0.38% to 0.48%; Patterson-UTI Energy Inc 0.31% to 0.42%; Fabrinet 0.44% to 0.54%; Oceaneering International Inc 0.1% to 0.2%; Rambus Inc 0.35% to 0.44%. Largest decreases: Rogers Corp 0.56% to 0.26%; Livent Corp 0.68% to 0.41%; Palomar Holdings Inc 0.26% to 0.13%; Alarm.com Holdings Inc 0.4% to 0.28%; ServisFirst Bancshares Inc 0.49% to 0.39%; Pacira BioSciences Inc 0.3% to 0.2%. New: SJW Group (0.25%), NuVasive Inc (0.25%), Nu Skin Enterprises Inc (0.24%), Sabre Corp (0.23%), Cushman & Wakefield PLC (0.23%), Bread Financial Holdings Inc (0.21%). Gone: ExlService Holdings Inc (0.61%), Lantheus Holdings Inc (0.6%), PBF Energy Inc (0.47%), Covetrus Inc (0.27%), Flagstar Bancorp Inc (0.22%), Xperi Holding Corp (0.18%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Tue, 28 Feb 2023 12:00:00 GMThttps://themulden.com/funds/sly/https://themulden.com/funds/sly/602 positions became 602: 19 added (3.3% of the fund), 19 dropped (4.29%). Turnover proxy 10.3%. Largest increases: Livent Corp 0.43% to 0.68%; Cytokinetics Inc 0.39% to 0.57%; PBF Energy Inc 0.32% to 0.47%; Atlas Air Worldwide Holdings Inc 0.19% to 0.31%; ATI Inc 0.33% to 0.43%; Ensign Group Inc/The 0.45% to 0.55%. Largest decreases: Arconic Corp 0.35% to 0.22%; FormFactor Inc 0.35% to 0.24%; Medifast Inc 0.24% to 0.15%; Perficient Inc 0.37% to 0.28%; Patterson-UTI Energy Inc 0.4% to 0.31%; Trinseo PLC 0.16% to 0.08%. New: SPX Technologies Inc (0.31%), Outfront Media Inc (0.28%), Leslie's Inc (0.27%), Sunstone Hotel Investors Inc (0.25%), Stride Inc (0.21%), Frontdoor Inc (0.21%). Gone: Southwestern Energy Co (0.81%), Omnicell Inc (0.59%), Vonage Holdings Corp (0.56%), ManTech International Corp/VA (0.31%), Coca-Cola Consolidated Inc (0.3%), Meritor Inc (0.3%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Mon, 28 Nov 2022 12:00:00 GMThttps://themulden.com/funds/sly/https://themulden.com/funds/sly/603 positions became 602: 17 added (2.78% of the fund), 18 dropped (3.11%). Turnover proxy 9.7%. Largest increases: Agree Realty Corp 0.47% to 0.63%; Lantheus Holdings Inc 0.37% to 0.53%; South Jersey Industries Inc 0.39% to 0.49%; ExlService Holdings Inc 0.47% to 0.57%; TreeHouse Foods Inc 0.18% to 0.27%; Dorman Products Inc 0.27% to 0.36%. Largest decreases: Bed Bath & Beyond Inc 0.22% to 0.05%; Innovative Industrial Properties Inc 0.52% to 0.36%; Matson Inc 0.5% to 0.34%; MaxLinear Inc 0.41% to 0.28%; CONMED Corp 0.43% to 0.33%; Community Health Systems Inc 0.15% to 0.05%. New: National Vision Holdings Inc (0.26%), Vir Biotechnology Inc (0.22%), Yelp Inc (0.22%), Ironwood Pharmaceuticals Inc (0.21%), LiveRamp Holdings Inc (0.21%), Tri Pointe Homes Inc (0.2%). Gone: Matador Resources Co (0.58%), Independence Realty Trust Inc (0.58%), SPX FLOW Inc (0.36%), Investors Bancorp Inc (0.34%), Renewable Energy Group Inc (0.3%), Bottomline Technologies DE Inc (0.22%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Fri, 26 Aug 2022 12:00:00 GMThttps://themulden.com/funds/sly/https://themulden.com/funds/sly/603 positions became 603: 12 added (2.15% of the fund), 12 dropped (2.98%). Turnover proxy 10.2%. Largest increases: Southwestern Energy Co 0.44% to 0.8%; Independence Realty Trust Inc 0.25% to 0.58%; Helmerich & Payne Inc 0.24% to 0.45%; Matador Resources Co 0.38% to 0.58%; Lantheus Holdings Inc 0.18% to 0.37%; Patterson-UTI Energy Inc 0.17% to 0.33%. Largest decreases: NeoGenomics Inc 0.39% to 0.15%; Omnicell Inc 0.74% to 0.57%; Nektar Therapeutics 0.23% to 0.1%; Meritage Homes Corp 0.42% to 0.29%; Rent-A-Center Inc/TX 0.27% to 0.15%; Trupanion Inc 0.42% to 0.3%. New: Sonos Inc (0.36%), Academy Sports & Outdoors Inc (0.34%), Hostess Brands Inc (0.3%), Compass Minerals International Inc (0.21%), Urban Edge Properties (0.21%), Jack in the Box Inc (0.2%). Gone: Chart Industries Inc (0.53%), Watts Water Technologies Inc (0.5%), PDC Energy Inc (0.44%), Range Resources Corp (0.41%), Old National Bancorp/IN (0.28%), First Midwest Bancorp Inc/IL (0.22%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Fri, 27 May 2022 12:00:00 GMThttps://themulden.com/funds/sly/https://themulden.com/funds/sly/604 positions became 603: 21 added (2.85% of the fund), 22 dropped (4.29%). Turnover proxy 9.8%. Largest increases: Trupanion Inc 0.26% to 0.42%; MaxLinear Inc 0.33% to 0.49%; Rogers Corp 0.34% to 0.47%; State Street Global Advisors 0.05% to 0.17%; UFP Industries Inc 0.41% to 0.53%; Onto Innovation Inc 0.34% to 0.46%. Largest decreases: NeoGenomics Inc 0.57% to 0.39%; Range Resources Corp 0.57% to 0.41%; LivePerson Inc 0.37% to 0.22%; Chart Industries Inc 0.66% to 0.53%; Heska Corp 0.27% to 0.18%; SPS Commerce Inc 0.56% to 0.47%. New: Civitas Resources Inc (0.33%), Nektar Therapeutics (0.23%), NetScout Systems Inc (0.23%), Emergent BioSolutions Inc (0.19%), Trinseo PLC (0.19%), Telephone and Data Systems Inc (0.18%). Gone: Macy's Inc (0.68%), Stamps.com Inc (0.59%), Power Integrations Inc (0.58%), Vicor Corp (0.28%), Retail Properties of America Inc (0.27%), Domtar Corp (0.27%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Fri, 25 Feb 2022 12:00:00 GMThttps://themulden.com/funds/sly/https://themulden.com/funds/sly/604 positions became 604: 13 added (2.23% of the fund), 13 dropped (3.04%). Turnover proxy 9%. Largest increases: Apollo Medical Holdings Inc 0.08% to 0.33%; Stamps.com Inc 0.35% to 0.59%; SPS Commerce Inc 0.34% to 0.56%; Chart Industries Inc 0.49% to 0.66%; Range Resources Corp 0.41% to 0.57%; Cytokinetics Inc 0.13% to 0.29%. Largest decreases: Bed Bath & Beyond Inc 0.34% to 0.17%; Glaukos Corp 0.37% to 0.22%; 3D Systems Corp 0.47% to 0.33%; Trupanion Inc 0.36% to 0.26%; Itron Inc 0.43% to 0.33%; Medifast Inc 0.31% to 0.22%. New: Ligand Pharmaceuticals Inc (0.23%), TreeHouse Foods Inc (0.22%), World Fuel Services Corp (0.21%), Cinemark Holdings Inc (0.2%), Trustmark Corp (0.19%), Adtalem Global Education Inc (0.18%). Gone: GameStop Corp (1.12%), Saia Inc (0.52%), MicroStrategy Inc (0.49%), Sykes Enterprises Inc (0.2%), Core-Mark Holding Co Inc (0.19%), Luminex Corp (0.15%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Fri, 26 Nov 2021 12:00:00 GMThttps://themulden.com/funds/sly/https://themulden.com/funds/sly/603 positions became 604: 17 added (2.08% of the fund), 16 dropped (3.04%). Turnover proxy 8.1%. Largest increases: Range Resources Corp 0.26% to 0.41%; 3D Systems Corp 0.33% to 0.47%; Matador Resources Co 0.25% to 0.37%; Trupanion Inc 0.25% to 0.36%; Celsius Holdings Inc 0.13% to 0.24%; Signet Jewelers Ltd 0.3% to 0.4%. Largest decreases: State Street Global Advisors 0.17% to 0.04%; Sleep Number Corp 0.36% to 0.25%; iRobot Corp 0.34% to 0.25%; Proto Labs Inc 0.33% to 0.24%; WD-40 Co 0.41% to 0.33%; FormFactor Inc 0.34% to 0.27%. New: Domtar Corp (0.26%), InterDigital Inc (0.21%), Service Properties Trust (0.2%), Two Harbors Investment Corp (0.2%), Genworth Financial Inc (0.19%), AVANOS MEDICAL INC (0.17%). Gone: Crocs Inc (0.52%), R1 RCM Inc (0.3%), Cooper Tire & Rubber Co (0.28%), National Storage Affiliates Trust (0.25%), Callaway Golf Co (0.25%), Cubic Corp (0.23%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Mon, 23 Aug 2021 12:00:00 GMThttps://themulden.com/funds/sly/https://themulden.com/funds/sly/602 positions became 603: 15 added (2.54% of the fund), 14 dropped (4.36%). Turnover proxy 10.5%. Largest increases: GameStop Corp 0.12% to 1.02%; 3D Systems Corp 0.15% to 0.33%; MicroStrategy Inc 0.32% to 0.51%; Signet Jewelers Ltd 0.16% to 0.3%; State Street Global Advisors 0.04% to 0.17%; Callon Petroleum Co 0.06% to 0.17%. Largest decreases: Trupanion Inc 0.45% to 0.25%; Alarm.com Holdings Inc 0.53% to 0.38%; Proto Labs Inc 0.47% to 0.33%; NeoGenomics Inc 0.69% to 0.55%; LivePerson Inc 0.44% to 0.32%; Aerojet Rocketdyne Holdings Inc 0.43% to 0.33%. New: Investors Bancorp Inc (0.32%), Vericel Corp (0.25%), O-I Glass Inc (0.24%), WSFS Financial Corp (0.23%), Hilltop Holdings Inc (0.22%), Prestige Consumer Healthcare Inc (0.22%). Gone: Capri Holdings Ltd (0.72%), Cleveland-Cliffs Inc (0.67%), YETI Holdings Inc (0.59%), Brooks Automation Inc (0.57%), Iridium Communications Inc (0.53%), HMS Holdings Corp (0.37%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Fri, 28 May 2021 12:00:00 GMThttps://themulden.com/funds/sly/https://themulden.com/funds/sly/602 positions became 602: 13 added (2.24% of the fund), 13 dropped (3.13%). Turnover proxy 10.4%. Largest increases: Capri Holdings Ltd 0.4% to 0.72%; Cleveland-Cliffs Inc 0.38% to 0.67%; 8x8 Inc 0.24% to 0.42%; Alarm.com Holdings Inc 0.37% to 0.53%; MicroStrategy Inc 0.16% to 0.32%; Resideo Technologies Inc 0.2% to 0.34%. Largest decreases: Meritage Homes Corp 0.62% to 0.36%; Stamps.com Inc 0.63% to 0.41%; UFP Industries Inc 0.52% to 0.39%; Palomar Holdings Inc 0.34% to 0.22%; LGI Homes Inc 0.38% to 0.27%; Dorman Products Inc 0.39% to 0.29%. New: Simply Good Foods Co/The (0.3%), Assured Guaranty Ltd (0.29%), MEDNAX Inc (0.24%), Renasant Corp (0.22%), Chesapeake Utilities Corp (0.22%), Capitol Federal Financial Inc (0.19%). Gone: Momenta Pharmaceuticals Inc (0.93%), Simpson Manufacturing Co Inc (0.63%), Neogen Corp (0.62%), Kinsale Capital Group Inc (0.6%), Investors Real Estate Trust (0.12%), P H Glatfelter Co (0.09%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Fri, 26 Feb 2021 12:00:00 GMThttps://themulden.com/funds/sly/https://themulden.com/funds/sly/604 positions became 602: 19 added (3.28% of the fund), 21 dropped (4.15%). Turnover proxy 11%. Largest increases: Momenta Pharmaceuticals Inc 0.61% to 0.93%; Meritage Homes Corp 0.41% to 0.62%; Stamps.com Inc 0.46% to 0.63%; Owens & Minor Inc 0.07% to 0.24%; Renewable Energy Group Inc 0.15% to 0.31%; Innovative Industrial Properties Inc 0.25% to 0.4%. Largest decreases: HMS Holdings Corp 0.44% to 0.32%; Cogent Communications Holdings Inc 0.5% to 0.38%; State Street Global Advisors 0.13% to 0.03%; Exponent Inc 0.64% to 0.56%; Helmerich & Payne Inc 0.32% to 0.23%; Winnebago Industries Inc 0.35% to 0.26%. New: Trupanion Inc (0.38%), BankUnited Inc (0.3%), R1 RCM Inc (0.3%), First Hawaiian Inc (0.28%), Mr Cooper Group Inc (0.24%), Park National Corp (0.17%). Gone: Wingstop Inc (0.63%), Emergent BioSolutions Inc (0.54%), Fox Factory Holding Corp (0.52%), Lithia Motors Inc (0.52%), El Paso Electric Co (0.42%), Medpace Holdings Inc (0.38%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Fri, 27 Nov 2020 12:00:00 GMThttps://themulden.com/funds/sly/https://themulden.com/funds/sly/603 positions became 604: 31 added (5.69% of the fund), 30 dropped (5.04%). Turnover proxy 14.4%. Largest increases: Fox Factory Holding Corp 0.31% to 0.52%; Wingstop Inc 0.45% to 0.63%; Winnebago Industries Inc 0.18% to 0.35%; Lithia Motors Inc 0.35% to 0.52%; Meritage Homes Corp 0.25% to 0.41%; Crocs Inc 0.22% to 0.38%. Largest decreases: eHealth Inc 0.67% to 0.39%; AMN Healthcare Services Inc 0.51% to 0.33%; Avista Corp 0.54% to 0.38%; Cogent Communications Holdings Inc 0.65% to 0.5%; CVB Financial Corp 0.51% to 0.37%; Aerojet Rocketdyne Holdings Inc 0.58% to 0.44%. New: UFP Industries Inc (0.47%), YETI Holdings Inc (0.44%), Capri Holdings Ltd (0.36%), Macy's Inc (0.33%), Helmerich & Payne Inc (0.32%), Brandywine Realty Trust (0.29%). Gone: LHC Group Inc (0.79%), Strategic Education Inc (0.58%), Glacier Bancorp Inc (0.56%), Qualys Inc (0.55%), Anixter International Inc (0.5%), TopBuild Corp (0.46%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Thu, 27 Aug 2020 12:00:00 GMThttps://themulden.com/funds/sly/https://themulden.com/funds/sly/604 positions became 603: 14 added (1.81% of the fund), 15 dropped (3.08%). Turnover proxy 15.1%. Largest increases: eHealth Inc 0.25% to 0.67%; Cogent Communications Holdings Inc 0.35% to 0.65%; Momenta Pharmaceuticals Inc 0.29% to 0.59%; LHC Group Inc 0.52% to 0.79%; Exponent Inc 0.46% to 0.71%; Neogen Corp 0.44% to 0.67%. Largest decreases: Callon Petroleum Co 0.24% to 0.04%; Invesco Mortgage Capital Inc 0.3% to 0.1%; SkyWest Inc 0.42% to 0.25%; Valaris plc 0.17% to 0.02%; Crocs Inc 0.37% to 0.22%; NMI Holdings Inc 0.29% to 0.15%. New: Glaukos Corp (0.23%), Green Dot Corp (0.23%), Meritor Inc (0.19%), Enerpac Tool Group Corp (0.17%), Sunrun Inc (0.15%), Alexander & Baldwin Inc (0.15%). Gone: Medicines Co/The (0.8%), Darling Ingredients Inc (0.59%), RH (0.44%), Avon Products Inc (0.32%), Actuant Corp (0.18%), Career Education Corp (0.17%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Mon, 01 Jun 2020 12:00:00 GMThttps://themulden.com/funds/sly/https://themulden.com/funds/sly/604 positions became 604: 26 added (3.93% of the fund), 26 dropped (4.9%). Turnover proxy 9.8%. Largest increases: Medicines Co/The 0.5% to 0.8%; Darling Ingredients Inc 0.43% to 0.59%; Crocs Inc 0.24% to 0.37%; NeoGenomics Inc 0.27% to 0.39%; Momenta Pharmaceuticals Inc 0.17% to 0.29%; Callon Petroleum Co 0.13% to 0.24%. Largest decreases: Cambrex Corp 0.27% to 0%; Shake Shack Inc 0.41% to 0.24%; Vonage Holdings Corp 0.35% to 0.21%; State Street Global Advisors 0.15% to 0.05%; Albany International Corp 0.38% to 0.3%; HMS Holdings Corp 0.41% to 0.33%. New: Cleveland-Cliffs Inc (0.29%), Kinsale Capital Group Inc (0.27%), Essential Properties Realty Trust Inc (0.26%), Shenandoah Telecommunications Co (0.25%), Onto Innovation Inc (0.23%), Uniti Group Inc (0.2%). Gone: Mercury Systems Inc (0.61%), Cabot Microelectronics Corp (0.56%), SolarEdge Technologies Inc (0.55%), FTI Consulting Inc (0.54%), RLI Corp (0.5%), Arrowhead Pharmaceuticals Inc (0.36%). Weights are shares of the fund's own investments, securities-lending collateral excluded; positions matched on identifiers.Thu, 27 Feb 2020 12:00:00 GMT