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        <name>INSTALLED BUILDING PRODUCTS INC</name>
        <lei>549300I95Y9P9YM5FI86</lei>
        <title>Installed Building Products Inc COM USD0.01</title>
        <cusip>45780R101</cusip>
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          <isin value="US45780R1014"/>
          <ticker value="IBP"/>
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        <curCd>USD</curCd>
        <valUSD>10824664.70</valUSD>
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        <assetCat>EC</assetCat>
        <issuerCat>CORP</issuerCat>
        <invCountry>US</invCountry>
        <isRestrictedSec>N</isRestrictedSec>
        
        <fairValLevel>1</fairValLevel>
        <securityLending>
          <isCashCollateral>N</isCashCollateral>
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      </invstOrSec>
      <invstOrSec>
        <name>JELD-WEN Holding Inc.</name>
        <lei>529900AXX7CT9GZSCS30</lei>
        <title>JELD-WEN Holding Inc. COM USD0.01</title>
        <cusip>47580P103</cusip>
        <identifiers>
          <isin value="US47580P1030"/>
          <ticker value="JELD"/>
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        <balance>77608.00</balance>
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        <curCd>USD</curCd>
        <valUSD>106322.96</valUSD>
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        <payoffProfile>Long</payoffProfile>
        <assetCat>EC</assetCat>
        <issuerCat>CORP</issuerCat>
        <invCountry>US</invCountry>
        <isRestrictedSec>N</isRestrictedSec>
        
        <fairValLevel>1</fairValLevel>
        <securityLending>
          <isCashCollateral>N</isCashCollateral>
          <isNonCashCollateral>N</isNonCashCollateral>
          <isLoanByFund>N</isLoanByFund>
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      <invstOrSec>
        <name>KB Home</name>
        <lei>549300LGUCWQURMWLG09</lei>
        <title>KB Home COM STK USD1</title>
        <cusip>48666K109</cusip>
        <identifiers>
          <isin value="US48666K1097"/>
          <ticker value="KBH"/>
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        <balance>104638.00</balance>
        <units>NS</units>
        <curCd>USD</curCd>
        <valUSD>5544767.62</valUSD>
        <pctVal>0.9848337434</pctVal>
        <payoffProfile>Long</payoffProfile>
        <assetCat>EC</assetCat>
        <issuerCat>CORP</issuerCat>
        <invCountry>US</invCountry>
        <isRestrictedSec>N</isRestrictedSec>
        
        <fairValLevel>1</fairValLevel>
        <securityLending>
          <isCashCollateral>N</isCashCollateral>
          <isNonCashCollateral>N</isNonCashCollateral>
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      <invstOrSec>
        <name>LGI Homes Inc</name>
        <lei>549300W02B4WNV8CV109</lei>
        <title>LGI Homes Inc COM USD0.01</title>
        <cusip>50187T106</cusip>
        <identifiers>
          <isin value="US50187T1060"/>
          <ticker value="LGIH"/>
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        <balance>33639.00</balance>
        <units>NS</units>
        <curCd>USD</curCd>
        <valUSD>1647301.83</valUSD>
        <pctVal>0.2925854678</pctVal>
        <payoffProfile>Long</payoffProfile>
        <assetCat>EC</assetCat>
        <issuerCat>CORP</issuerCat>
        <invCountry>US</invCountry>
        <isRestrictedSec>N</isRestrictedSec>
        
        <fairValLevel>1</fairValLevel>
        <securityLending>
          <isCashCollateral>N</isCashCollateral>
          <isNonCashCollateral>N</isNonCashCollateral>
          <loanByFundCondition isLoanByFund="Y" loanVal="530249.590000000000"/>
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      <invstOrSec>
        <name>La-Z-Boy Inc</name>
        <lei>549300WNO1WMN9ZG2519</lei>
        <title>LA-Z-BOY INC</title>
        <cusip>505336107</cusip>
        <identifiers>
          <isin value="US5053361078"/>
          <ticker value="LZB"/>
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        <balance>37472.00</balance>
        <units>NS</units>
        <curCd>USD</curCd>
        <valUSD>1301777.28</valUSD>
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        <payoffProfile>Long</payoffProfile>
        <assetCat>EC</assetCat>
        <issuerCat>CORP</issuerCat>
        <invCountry>US</invCountry>
        <isRestrictedSec>N</isRestrictedSec>
        
        <fairValLevel>1</fairValLevel>
        <securityLending>
          <isCashCollateral>N</isCashCollateral>
          <isNonCashCollateral>N</isNonCashCollateral>
          <isLoanByFund>N</isLoanByFund>
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      <invstOrSec>
        <name>Leggett &amp; Platt Inc.</name>
        <lei>DKOVQUCDW4ZLYCUD4T55</lei>
        <title>Leggett &amp; Platt Inc. COM USD0.01</title>
        <cusip>524660107</cusip>
        <identifiers>
          <isin value="US5246601075"/>
          <ticker value="LEG"/>
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        <balance>123036.00</balance>
        <units>NS</units>
        <curCd>USD</curCd>
        <valUSD>1337401.32</valUSD>
        <pctVal>0.2375424975</pctVal>
        <payoffProfile>Long</payoffProfile>
        <assetCat>EC</assetCat>
        <issuerCat>CORP</issuerCat>
        <invCountry>US</invCountry>
        <isRestrictedSec>N</isRestrictedSec>
        
        <fairValLevel>1</fairValLevel>
        <securityLending>
          <isCashCollateral>N</isCashCollateral>
          <isNonCashCollateral>N</isNonCashCollateral>
          <isLoanByFund>N</isLoanByFund>
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      <invstOrSec>
        <name>Lennar Corp.</name>
        <lei>529900G61XVRLX5TJX09</lei>
        <title>Lennar Corporation COM USD0.10 CLASS A</title>
        <cusip>526057104</cusip>
        <identifiers>
          <isin value="US5260571048"/>
          <ticker value="LEN"/>
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        <balance>357392.00</balance>
        <units>NS</units>
        <curCd>USD</curCd>
        <valUSD>32272497.60</valUSD>
        <pctVal>5.7320787449</pctVal>
        <payoffProfile>Long</payoffProfile>
        <assetCat>EC</assetCat>
        <issuerCat>CORP</issuerCat>
        <invCountry>US</invCountry>
        <isRestrictedSec>N</isRestrictedSec>
        
        <fairValLevel>1</fairValLevel>
        <securityLending>
          <isCashCollateral>N</isCashCollateral>
          <isNonCashCollateral>N</isNonCashCollateral>
          <isLoanByFund>N</isLoanByFund>
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      <invstOrSec>
        <name>Lennar Corp.</name>
        <lei>529900G61XVRLX5TJX09</lei>
        <title>Lennar Corporation COM USD0.10 CLASS B</title>
        <cusip>526057302</cusip>
        <identifiers>
          <isin value="US5260573028"/>
          <ticker value="LEN/B"/>
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        <balance>14995.00</balance>
        <units>NS</units>
        <curCd>USD</curCd>
        <valUSD>1325258.10</valUSD>
        <pctVal>0.2353856798</pctVal>
        <payoffProfile>Long</payoffProfile>
        <assetCat>EC</assetCat>
        <issuerCat>CORP</issuerCat>
        <invCountry>US</invCountry>
        <isRestrictedSec>N</isRestrictedSec>
        
        <fairValLevel>1</fairValLevel>
        <securityLending>
          <isCashCollateral>N</isCashCollateral>
          <isNonCashCollateral>N</isNonCashCollateral>
          <loanByFundCondition isLoanByFund="Y" loanVal="424645.760000000000"/>
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      <invstOrSec>
        <name>Lennox International Inc.</name>
        <lei>S7DWAC87RDMPBF77GJ92</lei>
        <title>Lennox International Inc. COM USD0.01</title>
        <cusip>526107107</cusip>
        <identifiers>
          <isin value="US5261071071"/>
          <ticker value="LII"/>
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        <balance>28994.00</balance>
        <units>NS</units>
        <curCd>USD</curCd>
        <valUSD>15508600.66</valUSD>
        <pctVal>2.7545596659</pctVal>
        <payoffProfile>Long</payoffProfile>
        <assetCat>EC</assetCat>
        <issuerCat>CORP</issuerCat>
        <invCountry>US</invCountry>
        <isRestrictedSec>N</isRestrictedSec>
        
        <fairValLevel>1</fairValLevel>
        <securityLending>
          <isCashCollateral>N</isCashCollateral>
          <isNonCashCollateral>N</isNonCashCollateral>
          <isLoanByFund>N</isLoanByFund>
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      <invstOrSec>
        <name>LOWE'S COMPANIES INC</name>
        <lei>WAFCR4OKGSC504WU3E95</lei>
        <title>Lowes Companies, Inc. COM USD0.50</title>
        <cusip>548661107</cusip>
        <identifiers>
          <isin value="US5486611073"/>
          <ticker value="LOW"/>
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        <balance>77989.00</balance>
        <units>NS</units>
        <curCd>USD</curCd>
        <valUSD>18622993.31</valUSD>
        <pctVal>3.3077224280</pctVal>
        <payoffProfile>Long</payoffProfile>
        <assetCat>EC</assetCat>
        <issuerCat>CORP</issuerCat>
        <invCountry>US</invCountry>
        <isRestrictedSec>N</isRestrictedSec>
        
        <fairValLevel>1</fairValLevel>
        <securityLending>
          <isCashCollateral>N</isCashCollateral>
          <isNonCashCollateral>N</isNonCashCollateral>
          <isLoanByFund>N</isLoanByFund>
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      <invstOrSec>
        <name>M/I Homes Inc.</name>
        <lei>5299005M71FH9CCSFB69</lei>
        <title>M/I Homes Inc. COM USD0.01</title>
        <cusip>55305B101</cusip>
        <identifiers>
          <isin value="US55305B1017"/>
          <ticker value="MHO"/>
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        <balance>43313.00</balance>
        <units>NS</units>
        <curCd>USD</curCd>
        <valUSD>5695226.37</valUSD>
        <pctVal>1.0115574700</pctVal>
        <payoffProfile>Long</payoffProfile>
        <assetCat>EC</assetCat>
        <issuerCat>CORP</issuerCat>
        <invCountry>US</invCountry>
        <isRestrictedSec>N</isRestrictedSec>
        
        <fairValLevel>1</fairValLevel>
        <securityLending>
          <isCashCollateral>N</isCashCollateral>
          <isNonCashCollateral>N</isNonCashCollateral>
          <isLoanByFund>N</isLoanByFund>
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      <invstOrSec>
        <name>Masco Corporation</name>
        <lei>5GCSNMQXHEYA1JO8QN11</lei>
        <title>Masco Corporation COM USD1.00</title>
        <cusip>574599106</cusip>
        <identifiers>
          <isin value="US5745991068"/>
          <ticker value="MAS"/>
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        <balance>184967.00</balance>
        <units>NS</units>
        <curCd>USD</curCd>
        <valUSD>13284329.94</valUSD>
        <pctVal>2.3594958851</pctVal>
        <payoffProfile>Long</payoffProfile>
        <assetCat>EC</assetCat>
        <issuerCat>CORP</issuerCat>
        <invCountry>US</invCountry>
        <isRestrictedSec>N</isRestrictedSec>
        
        <fairValLevel>1</fairValLevel>
        <securityLending>
          <isCashCollateral>N</isCashCollateral>
          <isNonCashCollateral>N</isNonCashCollateral>
          <isLoanByFund>N</isLoanByFund>
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      <invstOrSec>
        <name>MasterBrand Inc</name>
        <lei>549300E0Y4BR5Z9RDZ64</lei>
        <title>MasterBrand Inc COMMON STOCK</title>
        <cusip>57638P104</cusip>
        <identifiers>
          <isin value="US57638P1049"/>
          <ticker value="MBC"/>
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        <balance>115172.00</balance>
        <units>NS</units>
        <curCd>USD</curCd>
        <valUSD>1034244.56</valUSD>
        <pctVal>0.1836973182</pctVal>
        <payoffProfile>Long</payoffProfile>
        <assetCat>EC</assetCat>
        <issuerCat>CORP</issuerCat>
        <invCountry>US</invCountry>
        <isRestrictedSec>N</isRestrictedSec>
        
        <fairValLevel>1</fairValLevel>
        <securityLending>
          <isCashCollateral>N</isCashCollateral>
          <isNonCashCollateral>N</isNonCashCollateral>
          <loanByFundCondition isLoanByFund="Y" loanVal="470152.460000000000"/>
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      <invstOrSec>
        <name>Meritage Homes Corp</name>
        <lei>52990044W9UMFJO2FB97</lei>
        <title>Meritage Homes Corp COM USD0.01</title>
        <cusip>59001A102</cusip>
        <identifiers>
          <isin value="US59001A1025"/>
          <ticker value="MTH"/>
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        <balance>110646.00</balance>
        <units>NS</units>
        <curCd>USD</curCd>
        <valUSD>7450901.64</valUSD>
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        <payoffProfile>Long</payoffProfile>
        <assetCat>EC</assetCat>
        <issuerCat>CORP</issuerCat>
        <invCountry>US</invCountry>
        <isRestrictedSec>N</isRestrictedSec>
        
        <fairValLevel>1</fairValLevel>
        <securityLending>
          <isCashCollateral>N</isCashCollateral>
          <isNonCashCollateral>N</isNonCashCollateral>
          <isLoanByFund>N</isLoanByFund>
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      <invstOrSec>
        <name>Mohawk Industries, Inc.</name>
        <lei>549300JI1115MG3Q6322</lei>
        <title>Mohawk Industries, Inc. COM USD0.01</title>
        <cusip>608190104</cusip>
        <identifiers>
          <isin value="US6081901042"/>
          <ticker value="MHK"/>
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        <balance>47175.00</balance>
        <units>NS</units>
        <curCd>USD</curCd>
        <valUSD>4979793.00</valUSD>
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        <payoffProfile>Long</payoffProfile>
        <assetCat>EC</assetCat>
        <issuerCat>CORP</issuerCat>
        <invCountry>US</invCountry>
        <isRestrictedSec>N</isRestrictedSec>
        
        <fairValLevel>1</fairValLevel>
        <securityLending>
          <isCashCollateral>N</isCashCollateral>
          <isNonCashCollateral>N</isNonCashCollateral>
          <isLoanByFund>N</isLoanByFund>
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      </invstOrSec>
      <invstOrSec>
        <name>NVR Inc</name>
        <lei>529900RWXR4JI3JYTV70</lei>
        <title>NVR Inc COM USD0.01</title>
        <cusip>62944T105</cusip>
        <identifiers>
          <isin value="US62944T1051"/>
          <ticker value="NVR"/>
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        <balance>4627.00</balance>
        <units>NS</units>
        <curCd>USD</curCd>
        <valUSD>29223530.49</valUSD>
        <pctVal>5.1905365382</pctVal>
        <payoffProfile>Long</payoffProfile>
        <assetCat>EC</assetCat>
        <issuerCat>CORP</issuerCat>
        <invCountry>US</invCountry>
        <isRestrictedSec>N</isRestrictedSec>
        
        <fairValLevel>1</fairValLevel>
        <securityLending>
          <isCashCollateral>N</isCashCollateral>
          <isNonCashCollateral>N</isNonCashCollateral>
          <isLoanByFund>N</isLoanByFund>
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      </invstOrSec>
      <invstOrSec>
        <name>Owens Corning</name>
        <lei>JO5M6676RDJIZ2U8X907</lei>
        <title>Owens Corning COM USD0.01</title>
        <cusip>690742101</cusip>
        <identifiers>
          <isin value="US6907421019"/>
          <ticker value="OC"/>
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        <balance>74668.00</balance>
        <units>NS</units>
        <curCd>USD</curCd>
        <valUSD>9209551.12</valUSD>
        <pctVal>1.6357541607</pctVal>
        <payoffProfile>Long</payoffProfile>
        <assetCat>EC</assetCat>
        <issuerCat>CORP</issuerCat>
        <invCountry>US</invCountry>
        <isRestrictedSec>N</isRestrictedSec>
        
        <fairValLevel>1</fairValLevel>
        <securityLending>
          <isCashCollateral>N</isCashCollateral>
          <isNonCashCollateral>N</isNonCashCollateral>
          <isLoanByFund>N</isLoanByFund>
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      <invstOrSec>
        <name>Pulte Group Inc</name>
        <lei>N/A</lei>
        <title>Pulte Group Inc COM USD0.01</title>
        <cusip>745867101</cusip>
        <identifiers>
          <isin value="US7458671010"/>
          <ticker value="PHM"/>
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        <balance>318256.00</balance>
        <units>NS</units>
        <curCd>USD</curCd>
        <valUSD>38941804.16</valUSD>
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        <payoffProfile>Long</payoffProfile>
        <assetCat>EC</assetCat>
        <issuerCat>CORP</issuerCat>
        <invCountry>US</invCountry>
        <isRestrictedSec>N</isRestrictedSec>
        
        <fairValLevel>1</fairValLevel>
        <securityLending>
          <isCashCollateral>N</isCashCollateral>
          <isNonCashCollateral>N</isNonCashCollateral>
          <isLoanByFund>N</isLoanByFund>
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      </invstOrSec>
      <invstOrSec>
        <name>QUANEX BUILDING PRODUCTS CORP</name>
        <lei>5493000TL30VL5WOAW87</lei>
        <title>Quanex Building Products Corp. COM STK USD0.01</title>
        <cusip>747619104</cusip>
        <identifiers>
          <isin value="US7476191041"/>
          <ticker value="NX"/>
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        <balance>41731.00</balance>
        <units>NS</units>
        <curCd>USD</curCd>
        <valUSD>832116.14</valUSD>
        <pctVal>0.1477962846</pctVal>
        <payoffProfile>Long</payoffProfile>
        <assetCat>EC</assetCat>
        <issuerCat>CORP</issuerCat>
        <invCountry>US</invCountry>
        <isRestrictedSec>N</isRestrictedSec>
        
        <fairValLevel>1</fairValLevel>
        <securityLending>
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          <isNonCashCollateral>N</isNonCashCollateral>
          <loanByFundCondition isLoanByFund="Y" loanVal="295448.910000000000"/>
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      </invstOrSec>
      <invstOrSec>
        <name>SHERWIN-WILLIAMS COMPANY (THE)</name>
        <lei>Z15BMIOX8DDH0X2OBP21</lei>
        <title>The Sherwin-Williams Company COM USD1</title>
        <cusip>824348106</cusip>
        <identifiers>
          <isin value="US8243481061"/>
          <ticker value="SHW"/>
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        <balance>59658.00</balance>
        <units>NS</units>
        <curCd>USD</curCd>
        <valUSD>19186609.38</valUSD>
        <pctVal>3.4078290803</pctVal>
        <payoffProfile>Long</payoffProfile>
        <assetCat>EC</assetCat>
        <issuerCat>CORP</issuerCat>
        <invCountry>US</invCountry>
        <isRestrictedSec>N</isRestrictedSec>
        
        <fairValLevel>1</fairValLevel>
        <securityLending>
          <isCashCollateral>N</isCashCollateral>
          <isNonCashCollateral>N</isNonCashCollateral>
          <isLoanByFund>N</isLoanByFund>
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      </invstOrSec>
      <invstOrSec>
        <name>Simpson Manufacturing Co Inc.</name>
        <lei>529900EJUNNL15LZ8056</lei>
        <title>Simpson Manufacturing Co Inc. COM USD0.01</title>
        <cusip>829073105</cusip>
        <identifiers>
          <isin value="US8290731053"/>
          <ticker value="SSD"/>
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        <balance>37663.00</balance>
        <units>NS</units>
        <curCd>USD</curCd>
        <valUSD>7183463.99</valUSD>
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        <payoffProfile>Long</payoffProfile>
        <assetCat>EC</assetCat>
        <issuerCat>CORP</issuerCat>
        <invCountry>US</invCountry>
        <isRestrictedSec>N</isRestrictedSec>
        
        <fairValLevel>1</fairValLevel>
        <securityLending>
          <isCashCollateral>N</isCashCollateral>
          <isNonCashCollateral>N</isNonCashCollateral>
          <isLoanByFund>N</isLoanByFund>
        </securityLending>
      </invstOrSec>
      <invstOrSec>
        <name>CHAMPION HOMES INC</name>
        <lei>N/A</lei>
        <title>Skyline Champion Corporation COM USD0.0277</title>
        <cusip>830830105</cusip>
        <identifiers>
          <isin value="US8308301055"/>
          <ticker value="SKY"/>
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        <balance>91600.00</balance>
        <units>NS</units>
        <curCd>USD</curCd>
        <valUSD>6982668.00</valUSD>
        <pctVal>1.2402263786</pctVal>
        <payoffProfile>Long</payoffProfile>
        <assetCat>EC</assetCat>
        <issuerCat>CORP</issuerCat>
        <invCountry>US</invCountry>
        <isRestrictedSec>N</isRestrictedSec>
        
        <fairValLevel>1</fairValLevel>
        <securityLending>
          <isCashCollateral>N</isCashCollateral>
          <isNonCashCollateral>N</isNonCashCollateral>
          <isLoanByFund>N</isLoanByFund>
        </securityLending>
      </invstOrSec>
      <invstOrSec>
        <name>TRI POINTE HOMES INC</name>
        <lei>N/A</lei>
        <title>Tri Pointe Homes Inc COM USD0.01</title>
        <cusip>87265H109</cusip>
        <identifiers>
          <isin value="US87265H1095"/>
          <ticker value="TPH"/>
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        <balance>139930.00</balance>
        <units>NS</units>
        <curCd>USD</curCd>
        <valUSD>6561317.70</valUSD>
        <pctVal>1.1653882570</pctVal>
        <payoffProfile>Long</payoffProfile>
        <assetCat>EC</assetCat>
        <issuerCat>CORP</issuerCat>
        <invCountry>US</invCountry>
        <isRestrictedSec>N</isRestrictedSec>
        
        <fairValLevel>1</fairValLevel>
        <securityLending>
          <isCashCollateral>N</isCashCollateral>
          <isNonCashCollateral>N</isNonCashCollateral>
          <isLoanByFund>N</isLoanByFund>
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</edgarSubmission>
