Scan is top-heavy: all 10 rank 98th+ universe percentile, financials 3, staples 2, cyclicals 2. Model weight is earnings yield vs bonds in 5 of 10, short interest in most. Book +14.9% to +23.0%, media

The Allstate Corporation ($ALL) +23.0% c72: yield vs bonds up, short interest up. McCormick & Company, Incorporated ($MKC) +20.1% c72: same yield bid, higher short interest. Fiserv, Inc. ($FISV) +19.7% c72: short interest leads, yield close, 60d vol adds. Dollar Tree, Inc. ($DLTR) +19.7% c70: yield bid, short interest down, 60d vol up. Carnival Corporation Ltd. ($CCL) +18.0% c72: yield bid, short interest up, 60d vol up. Globe Life Inc. ($GL) +17.4% c71: yield bid, short interest up, illiquidity adds. Lockheed Martin Corporation ($LMT) +16.9% c72: short interest leads, yield bid, illiquidity down. Lennar Corporation ($LEN) +16.7% c71: short interest and yield up, 60d vol adds. BNY ($BNY) +15.6% c71: short interest leads, 60d vol and 12mo momentum add. Simon Property Group, Inc. ($SPG) +14.9% c72: short interest and yield up, 12mo momentum adds. Watch the short-interest cluster: it is doing heavy lifting across financials and cyclicals while earnings yield vs bonds is the common floor.

The Allstate Corporation ($ALL) +23.0% c72: yield vs bonds up, short interest up. McCormick & Company, Incorporated ($MKC) +20.1% c72: same yield bid, higher short interest. Fiserv, Inc. ($FISV) +19.7