Short interest is the dominant signal—7 of 10 names lean on it. Model is long high-short-interest, yield-vs-bonds cheap, low-liquidity S&P 500 names. 6m expected +10.2% to +14.3%, median conf 94. Not

Fiserv, Inc. ($FISV) +14.3% conf 94—short, yield vs bonds, illiquidity. Highest return. McCormick & Company, Incorporated ($MKC) +11.8% conf 94—same triple. Defensive squeeze. Edison International ($EIX) +11.6% conf 94—short interest is a drag. Pure yield/illiquidity Utilities bet. EMCOR Group, Inc. ($EME) +11.5% conf 94—short/yield vs bonds smaller, 60d vol extra. PG&E Corporation ($PCG) +11.0% conf 92—short, yield vs bonds, 60d vol. Utilities volatility premium. Globe Life Inc. ($GL) +10.7% conf 94—yield leads, short second, illiquidity third. Financials. Bank of New York Mellon ($BNY) +10.7% conf 93—short interest biggest, illiquidity and 60d vol behind. No yield-vs-bonds in top 3. Simon Property Group, Inc. ($SPG) +10.3% conf 94—short, yield vs bonds, fwd/trail P/E. Real estate cheap-vs-bonds. Solventum Corporation ($SOLV) +10.2% conf 94—yield vs bonds leads, short and illiquidity smaller. Healthcare bottom of book. Lennar Corporation ($LEN) +10.2% conf 94—short and yield vs bonds,

Fiserv, Inc. ($FISV) +14.3% conf 94—short, yield vs bonds, illiquidity. Highest return. McCormick & Company, Incorporated ($MKC) +11.8% conf 94—same triple. Defensive squeeze. Edison International ($E