# EDGAR Filing Document

**Accession Number:** 0000356349
**File Stem:** 0001752724-25-177399
**Filing Date:** 2025-7
**Character Count:** 77329
**Document Hash:** 84f7a8d14565fa141ddaa156aac65fdf
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001752724-25-177399.hdr.sgml**: 20250725

**ACCESSION NUMBER**: 0001752724-25-177399

**CONFORMED SUBMISSION TYPE**: NPORT-P

**PUBLIC DOCUMENT COUNT**: 4

**CONFORMED PERIOD OF REPORT**: 20250531

**FILED AS OF DATE**: 20250725

**DATE AS OF CHANGE**: 20250725

**PERIOD START**: 20260228

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** MFS SERIES TRUST XIII
- **CENTRAL INDEX KEY:** 0000356349

**ORGANIZATION NAME:**
- **EIN:** 000000000
- **STATE OF INCORPORATION:** MA
- **FISCAL YEAR END:** 0331

**FILING VALUES:**
- **FORM TYPE:** NPORT-P
- **SEC ACT:** 1940 Act
- **SEC FILE NUMBER:** 811-03327
- **FILM NUMBER:** 251148710

**BUSINESS ADDRESS:**
- **STREET 1:** 111 HUNTINGTON AVENUE
- **STREET 2:** 21ST FLOOR
- **CITY:** BOSTON
- **STATE:** MA
- **ZIP:** 02199
- **BUSINESS PHONE:** 18006372929

**MAIL ADDRESS:**
- **STREET 1:** 111 HUNTINGTON AVENUE
- **STREET 2:** 21ST FLOOR
- **CITY:** BOSTON
- **STATE:** MA
- **ZIP:** 02199

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** MFS GOVERNMENT SECURITIES FUND
- **DATE OF NAME CHANGE:** 19930408

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** MFS GOVERNMENT GUARANTEED SECURITIES TRUST
- **DATE OF NAME CHANGE:** 19910522

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** WORKING CAPITAL TRUST
- **DATE OF NAME CHANGE:** 19840529

## Series and Classes Contracts Data

### MFS New Discovery Value Fund (Series ID: S000032712)

| Class ID   | Class Name   | Ticker Symbol   |
|:---|:---|:---|
| C000100956 | A            | NDVAX           |
| C000100957 | B            | NDVBX           |
| C000100958 | C            | NDVCX           |
| C000100959 | I            | NDVIX           |
| C000100960 | R1           | NDVRX           |
| C000100961 | R2           | NDVSX           |
| C000100962 | R3           | NDVTX           |
| C000100963 | R4           | NDVUX           |
| C000117930 | R6           | NDVVX           |

## Nport-Ex

![](img2aadf4541.gif)

### Quarterly Report
May 31, 2025

MFS<sup>®</sup> New Discovery <br> Value Fund

![](imgd79239412.gif)

NDV-Q1

------

### Portfolio of Investments
5/31/25 (unaudited)

The Portfolio of Investments is a complete list of all securities owned by your fund. It is categorized by broad-based asset classes.

---

| | | |
|:---|:---|:---|
| **Issuer** | **Shares/Par** | &nbsp;&nbsp;&nbsp;**Value ($)** |
| Common Stocks – 98.7% | Common Stocks – 98.7% | Common Stocks – 98.7% |
| Aerospace & Defense – 2.9% | Aerospace & Defense – 2.9% |  |
| Hexcel Corp. | &nbsp;&nbsp;&nbsp;&nbsp;447551 | &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;$23670972 |
| KBR, Inc. | &nbsp;&nbsp;&nbsp;&nbsp;363985 | &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;18996377 |
| Mirion Technologies, Inc. (a) | &nbsp;&nbsp;&nbsp;&nbsp;878912 | &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;16787219 |
| Standard Aero, Inc. (a) | &nbsp;&nbsp;&nbsp;&nbsp;635150 | &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;18628950 |
|  |  | &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;$78083518 |
| Apparel Manufacturers – 1.1% | Apparel Manufacturers – 1.1% |  |
| Columbia Sportswear Co. | &nbsp;&nbsp;&nbsp;&nbsp;182248 | &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;$11623777 |
| Under Amour, Inc., "C" (a) | &nbsp;&nbsp;2724166 | &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;17162246 |
|  |  | &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;$28786023 |
| Automotive – 3.4% | Automotive – 3.4% |  |
| Atmus Filtration Technologies, Inc. | &nbsp;&nbsp;&nbsp;&nbsp;772570 | &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;$27827971 |
| Dana, Inc. | &nbsp;&nbsp;1352679 | &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;22495052 |
| LKQ Corp. | &nbsp;&nbsp;&nbsp;&nbsp;533412 | &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;21587184 |
| Visteon Corp. (a) | &nbsp;&nbsp;&nbsp;&nbsp;259996 | &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;21950162 |
|  |  | &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;$93860369 |
| Broadcasting – 0.7% | Broadcasting – 0.7% |  |
| Nexstar Media Group, Inc. | &nbsp;&nbsp;&nbsp;&nbsp;106780 | &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;$18197448 |
| Brokerage & Asset Managers – 0.7% | Brokerage & Asset Managers – 0.7% |  |
| P10, Inc. | &nbsp;&nbsp;1859903 | &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;$20198547 |
| Business Services – 2.1% | Business Services – 2.1% |  |
| HUT 8 Corp. (a) | &nbsp;&nbsp;&nbsp;&nbsp;474305 | &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;$7242638 |
| NCR Atleos Corp. (a) | &nbsp;&nbsp;1005859 | &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;26665322 |
| TriNet Group, Inc. | &nbsp;&nbsp;&nbsp;&nbsp;278686 | &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;23189462 |
|  |  | &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;$57097422 |
| Chemicals – 1.8% | Chemicals – 1.8% |  |
| Avient Corp. | &nbsp;&nbsp;&nbsp;&nbsp;595800 | &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;$21526254 |
| Element Solutions, Inc. | &nbsp;&nbsp;1305989 | &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;27922045 |
|  |  | &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;$49448299 |
| Computer Software – 2.1% | Computer Software – 2.1% |  |
| ACI Worldwide, Inc. (a) | &nbsp;&nbsp;&nbsp;&nbsp;469792 | &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;$21732578 |
| nCino, Inc. (a) | &nbsp;&nbsp;&nbsp;&nbsp;578227 | &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;15207370 |
| Thryv, Inc. (a) | &nbsp;&nbsp;1521037 | &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;20229792 |
|  |  | &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;$57169740 |
| Computer Software - Systems – 1.2% | Computer Software - Systems – 1.2% |  |
| Insight Enterprises, Inc. (a) | &nbsp;&nbsp;&nbsp;&nbsp;159010 | &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;$20733314 |
| Verint Systems, Inc. (a) | &nbsp;&nbsp;&nbsp;&nbsp;728684 | &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;12781117 |
|  |  | &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;$33514431 |
| Construction – 2.4% | Construction – 2.4% |  |
| Everus Construction Group, Inc. (a) | &nbsp;&nbsp;&nbsp;&nbsp;289888 | &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;$16787414 |
| Independence Realty Trust, Inc., REIT | &nbsp;&nbsp;1480676 | &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;27525767 |
| Smith Douglas Homes Corp. (a) | &nbsp;&nbsp;&nbsp;&nbsp;398490 | &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;7483642 |
| Toll Brothers, Inc. | &nbsp;&nbsp;&nbsp;&nbsp;134031 | &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;13972732 |
|  |  | &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;$65769555 |

---

------

Portfolio of Investments (unaudited) – continued

---

| | | |
|:---|:---|:---|
| **Issuer** | **Shares/Par** | &nbsp;&nbsp;&nbsp;**Value ($)** |
| Common Stocks – continued | Common Stocks – continued | Common Stocks – continued |
| Consumer Products – 1.9% | Consumer Products – 1.9% |  |
| Newell Brands, Inc. | &nbsp;&nbsp;2969382 | &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;$15737725 |
| Prestige Consumer Healthcare, Inc. (a) | &nbsp;&nbsp;&nbsp;&nbsp;431570 | &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;36972602 |
|  |  | &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;$52710327 |
| Consumer Services – 1.6% | Consumer Services – 1.6% |  |
| Adtalem Global Education, Inc. (a) | &nbsp;&nbsp;&nbsp;&nbsp;126917 | &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;$16756851 |
| Grand Canyon Education, Inc. (a) | &nbsp;&nbsp;&nbsp;&nbsp;129917 | &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;25703429 |
|  |  | &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;$42460280 |
| Containers – 2.1% | Containers – 2.1% |  |
| Graphic Packaging Holding Co. | &nbsp;&nbsp;1179685 | &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;$26212600 |
| Silgan Holdings, Inc. | &nbsp;&nbsp;&nbsp;&nbsp;563596 | &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;31037232 |
|  |  | &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;$57249832 |
| Electrical Equipment – 2.6% | Electrical Equipment – 2.6% |  |
| nVent Electric PLC | &nbsp;&nbsp;&nbsp;&nbsp;345919 | &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;$22761470 |
| TriMas Corp. | &nbsp;&nbsp;&nbsp;&nbsp;718774 | &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;18954071 |
| Vontier Corp. | &nbsp;&nbsp;&nbsp;&nbsp;811343 | &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;29005512 |
|  |  | &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;$70721053 |
| Electronics – 3.3% | Electronics – 3.3% |  |
| Advanced Energy Industries, Inc. | &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;58815 | &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;$6750786 |
| Bel Fuse, Inc. | &nbsp;&nbsp;&nbsp;&nbsp;282012 | &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;20812486 |
| Formfactor, Inc. (a) | &nbsp;&nbsp;&nbsp;&nbsp;583592 | &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;17420221 |
| Plexus Corp. (a) | &nbsp;&nbsp;&nbsp;&nbsp;131984 | &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;17324220 |
| TTM Technologies, Inc. (a) | &nbsp;&nbsp;&nbsp;&nbsp;937640 | &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;27997930 |
|  |  | &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;$90305643 |
| Energy - Independent – 3.5% | Energy - Independent – 3.5% |  |
| Antero Resources Corp. (a) | &nbsp;&nbsp;&nbsp;&nbsp;773328 | &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;$28961134 |
| Matador Resources Co. | &nbsp;&nbsp;&nbsp;&nbsp;504524 | &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;21699577 |
| Permian Resources Corp. | &nbsp;&nbsp;1751701 | &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;22088950 |
| Viper Energy, Inc. | &nbsp;&nbsp;&nbsp;&nbsp;577534 | &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;22922324 |
|  |  | &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;$95671985 |
| Food & Beverages – 2.4% | Food & Beverages – 2.4% |  |
| Nomad Foods Ltd. | &nbsp;&nbsp;1881347 | &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;$32923573 |
| Simply Good Foods Co. (a) | &nbsp;&nbsp;&nbsp;&nbsp;593595 | &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;20484963 |
| Utz Brands, Inc. | &nbsp;&nbsp;&nbsp;&nbsp;908399 | &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;12018119 |
|  |  | &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;$65426655 |
| Forest & Paper Products – 0.8% | Forest & Paper Products – 0.8% |  |
| International Paper Co. | &nbsp;&nbsp;&nbsp;&nbsp;450594 | &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;$21542899 |
| Gaming & Lodging – 0.7% | Gaming & Lodging – 0.7% |  |
| International Game Technology PLC | &nbsp;&nbsp;1241284 | &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;$18259288 |
| Insurance – 5.4% | Insurance – 5.4% |  |
| Aspen Insurance Holdings Ltd. (a) | &nbsp;&nbsp;&nbsp;&nbsp;237533 | &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;$8147382 |
| AXIS Capital Holdings Ltd. | &nbsp;&nbsp;&nbsp;&nbsp;269760 | &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;28001088 |
| Hanover Insurance Group, Inc. | &nbsp;&nbsp;&nbsp;&nbsp;194092 | &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;34156310 |
| Kemper Corp. | &nbsp;&nbsp;&nbsp;&nbsp;280268 | &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;17861480 |
| Lincoln National Corp. | &nbsp;&nbsp;&nbsp;&nbsp;633732 | &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;21001878 |
| Selective Insurance Group, Inc. | &nbsp;&nbsp;&nbsp;&nbsp;262185 | &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;23077524 |
| Stewart Information Services Corp. | &nbsp;&nbsp;&nbsp;&nbsp;232469 | &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;14027179 |
|  |  | &nbsp;&nbsp;&nbsp;&nbsp;$146272841 |

---

------

Portfolio of Investments (unaudited) – continued

---

| | | |
|:---|:---|:---|
| **Issuer** | **Shares/Par** | &nbsp;&nbsp;&nbsp;**Value ($)** |
| Common Stocks – continued | Common Stocks – continued | Common Stocks – continued |
| Leisure & Toys – 1.8% | Leisure & Toys – 1.8% |  |
| Brunswick Corp. | &nbsp;&nbsp;&nbsp;&nbsp;278517 | &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;$14098531 |
| Hasbro, Inc. | &nbsp;&nbsp;&nbsp;&nbsp;286710 | &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;19126424 |
| Patrick Industries, Inc. | &nbsp;&nbsp;&nbsp;&nbsp;198708 | &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;17061069 |
|  |  | &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;$50286024 |
| Machinery & Tools – 5.5% | Machinery & Tools – 5.5% |  |
| Albany International Corp. | &nbsp;&nbsp;&nbsp;&nbsp;376272 | &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;$24860291 |
| ESAB Corp. | &nbsp;&nbsp;&nbsp;&nbsp;172198 | &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;21178632 |
| Flowserve Corp. | &nbsp;&nbsp;&nbsp;&nbsp;445971 | &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;22258413 |
| Hayward Holdings, Inc. (a) | &nbsp;&nbsp;1779383 | &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;24822393 |
| Kadant, Inc. | &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;35727 | &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;11215062 |
| Regal Rexnord Corp. | &nbsp;&nbsp;&nbsp;&nbsp;174600 | &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;23298624 |
| Timken Co. | &nbsp;&nbsp;&nbsp;&nbsp;322716 | &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;22102819 |
|  |  | &nbsp;&nbsp;&nbsp;&nbsp;$149736234 |
| Medical & Health Technology & Services – 1.7% | Medical & Health Technology & Services – 1.7% |  |
| Encompass Health Corp. | &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;69963 | &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;$8458527 |
| ICON PLC (a) | &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;64136 | &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;8355638 |
| Option Care Health, Inc. (a) | &nbsp;&nbsp;&nbsp;&nbsp;886517 | &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;28971375 |
|  |  | &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;$45785540 |
| Medical Equipment – 2.0% | Medical Equipment – 2.0% |  |
| Concentra Group Holdings, Inc. | &nbsp;&nbsp;1289901 | &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;$27900559 |
| Envista Holdings Corp. (a) | &nbsp;&nbsp;1183283 | &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;21618580 |
| Lantheus Holdings, Inc. (a) | &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;76906 | &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;5811017 |
|  |  | &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;$55330156 |
| Natural Gas - Distribution – 3.4% | Natural Gas - Distribution – 3.4% |  |
| MDU Resources Group, Inc. | &nbsp;&nbsp;&nbsp;&nbsp;704778 | &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;$12115134 |
| New Jersey Resources Corp. | &nbsp;&nbsp;&nbsp;&nbsp;513878 | &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;23581861 |
| ONE Gas, Inc. | &nbsp;&nbsp;&nbsp;&nbsp;357934 | &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;26759146 |
| UGI Corp. | &nbsp;&nbsp;&nbsp;&nbsp;802514 | &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;28938655 |
|  |  | &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;$91394796 |
| Natural Gas - Pipeline – 1.1% | Natural Gas - Pipeline – 1.1% |  |
| Plains GP Holdings LP | &nbsp;&nbsp;1763840 | &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;$31043584 |
| Oil Services – 1.5% | Oil Services – 1.5% |  |
| Expro Group Holdings N.V. (a) | &nbsp;&nbsp;2032092 | &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;$16907005 |
| TechnipFMC PLC | &nbsp;&nbsp;&nbsp;&nbsp;763199 | &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;23773649 |
|  |  | &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;$40680654 |
| Other Banks & Diversified Financials – 21.1% | Other Banks & Diversified Financials – 21.1% |  |
| Air Lease Corp. | &nbsp;&nbsp;&nbsp;&nbsp;679249 | &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;$39131535 |
| Atlantic Union Bankshares Corp. | &nbsp;&nbsp;&nbsp;&nbsp;572481 | &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;17185880 |
| Banc of California, Inc. | &nbsp;&nbsp;1109596 | &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;15223657 |
| Cathay General Bancorp, Inc. | &nbsp;&nbsp;&nbsp;&nbsp;676421 | &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;28988022 |
| Columbia Banking System, Inc. | &nbsp;&nbsp;1221339 | &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;28554906 |
| CVB Financial Corp. | &nbsp;&nbsp;1139940 | &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;21373875 |
| East West Bancorp, Inc. | &nbsp;&nbsp;&nbsp;&nbsp;294999 | &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;26903909 |
| Eastern Bankshares, Inc. | &nbsp;&nbsp;1586828 | &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;23802420 |
| Element Fleet Management Corp. | &nbsp;&nbsp;&nbsp;&nbsp;886701 | &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;21128082 |
| First Hawaiian, Inc. | &nbsp;&nbsp;1372779 | &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;32781963 |
| First Interstate BancSystem, Inc. | &nbsp;&nbsp;1052537 | &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;28576380 |
| Hancock Whitney Corp. | &nbsp;&nbsp;&nbsp;&nbsp;571711 | &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;31255440 |
| Herc Holdings, Inc. | &nbsp;&nbsp;&nbsp;&nbsp;123623 | &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;15329252 |
| Pacific Premier Bancorp, Inc. | &nbsp;&nbsp;1656342 | &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;35114450 |
| Popular, Inc. | &nbsp;&nbsp;&nbsp;&nbsp;366276 | &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;37920554 |
| Prosperity Bancshares, Inc. | &nbsp;&nbsp;&nbsp;&nbsp;523468 | &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;36459546 |

---

------

Portfolio of Investments (unaudited) – continued

---

| | | |
|:---|:---|:---|
| **Issuer** | **Shares/Par** | &nbsp;&nbsp;&nbsp;**Value ($)** |
| Common Stocks – continued | Common Stocks – continued | Common Stocks – continued |
| Other Banks & Diversified Financials – continued | Other Banks & Diversified Financials – continued |  |
| SLM Corp. | &nbsp;&nbsp;1072781 | &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;$34725921 |
| Texas Capital Bancshares, Inc. (a) | &nbsp;&nbsp;&nbsp;&nbsp;348776 | &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;25003751 |
| UMB Financial Corp. | &nbsp;&nbsp;&nbsp;&nbsp;244392 | &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;25201703 |
| United Community Bank, Inc. | &nbsp;&nbsp;&nbsp;&nbsp;982211 | &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;28228744 |
| Wintrust Financial Corp. | &nbsp;&nbsp;&nbsp;&nbsp;182647 | &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;21809878 |
|  |  | &nbsp;&nbsp;&nbsp;&nbsp;$574699868 |
| Pharmaceuticals – 0.3% | Pharmaceuticals – 0.3% |  |
| Organon & Co. | &nbsp;&nbsp;&nbsp;&nbsp;854134 | &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;$7875116 |
| Real Estate – 6.4% | Real Estate – 6.4% |  |
| Brixmor Property Group, Inc., REIT | &nbsp;&nbsp;&nbsp;&nbsp;899030 | &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;$22844352 |
| Cushman & Wakefield PLC (a) | &nbsp;&nbsp;1382389 | &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;13865362 |
| Essential Properties Realty Trust, REIT | &nbsp;&nbsp;1028537 | &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;33427452 |
| Four Corners Property Trust, Inc., REIT | &nbsp;&nbsp;&nbsp;&nbsp;814019 | &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;22475065 |
| PennyMac Financial Services, Inc. | &nbsp;&nbsp;&nbsp;&nbsp;217880 | &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;20916480 |
| Phillips Edison & Co., REIT | &nbsp;&nbsp;&nbsp;&nbsp;752073 | &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;26668509 |
| Two Harbors Investment Corp., REIT | &nbsp;&nbsp;1445509 | &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;15307940 |
| Urban Edge Properties, REIT | &nbsp;&nbsp;&nbsp;&nbsp;963446 | &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;17496179 |
|  |  | &nbsp;&nbsp;&nbsp;&nbsp;$173001339 |
| Real Estate - Office – 1.4% | Real Estate - Office – 1.4% |  |
| Cousins Properties, Inc., REIT | &nbsp;&nbsp;&nbsp;&nbsp;822132 | &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;$23077245 |
| Douglas Emmett, Inc., REIT | &nbsp;&nbsp;1121329 | &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;15956512 |
|  |  | &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;$39033757 |
| Real Estate - Storage – 2.0% | Real Estate - Storage – 2.0% |  |
| National Storage Affiliates Trust, REIT | &nbsp;&nbsp;&nbsp;&nbsp;215384 | &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;$7409210 |
| Rexford Industrial Realty, Inc., REIT | &nbsp;&nbsp;&nbsp;&nbsp;626367 | &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;22073173 |
| SmartStop Self Storage REIT | &nbsp;&nbsp;&nbsp;&nbsp;716088 | &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;26165855 |
|  |  | &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;$55648238 |
| Restaurants – 0.6% | Restaurants – 0.6% |  |
| Chefs' Warehouse, Inc. (a) | &nbsp;&nbsp;&nbsp;&nbsp;246848 | &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;$15743965 |
| Specialty Chemicals – 2.5% | Specialty Chemicals – 2.5% |  |
| Ashland, Inc. | &nbsp;&nbsp;&nbsp;&nbsp;386627 | &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;$19141903 |
| Axalta Coating Systems Ltd. (a) | &nbsp;&nbsp;&nbsp;&nbsp;548452 | &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;16892322 |
| Chemours Co. | &nbsp;&nbsp;1084701 | &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;10988021 |
| Quaker Chemical Corp. | &nbsp;&nbsp;&nbsp;&nbsp;182505 | &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;19790842 |
|  |  | &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;$66813088 |
| Specialty Stores – 0.5% | Specialty Stores – 0.5% |  |
| Pet Valu Holdings Ltd. | &nbsp;&nbsp;&nbsp;&nbsp;546859 | &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;$12293220 |
| Zumiez, Inc. (a) | &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;43058 | &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;537794 |
|  |  | &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;$12831014 |
| Telecom Services – 0.2% | Telecom Services – 0.2% |  |
| AST SpaceMobile, Inc. (a)(l) | &nbsp;&nbsp;&nbsp;&nbsp;223369 | &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;$5153123 |
| Trucking – 0.4% | Trucking – 0.4% |  |
| RXO, Inc. (a) | &nbsp;&nbsp;&nbsp;&nbsp;698130 | &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;$10841959 |

---

------

Portfolio of Investments (unaudited) – continued

---

| | | |
|:---|:---|:---|
| **Issuer** | **Shares/Par** | &nbsp;&nbsp;&nbsp;**Value ($)** |
| Common Stocks – continued | Common Stocks – continued | Common Stocks – continued |
| Utilities - Electric Power – 3.6% | Utilities - Electric Power – 3.6% |  |
| Black Hills Corp. | &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;404031 | $23623692 |
| NorthWestern Corp. | &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;624890 | &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;34575164 |
| Portland General Electric Co. | &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;908053 | &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;38501447 |
|  |  | &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;$96700303 |
| **Total Common Stocks** |  | &nbsp;&nbsp;**$2685344913** |
| Mutual Funds (h) – 1.3% | Mutual Funds (h) – 1.3% | Mutual Funds (h) – 1.3% |
| Money Market Funds – 1.3% | Money Market Funds – 1.3% |  |
| MFS Institutional Money Market Portfolio, 4.35% (v) | 34019784 | &nbsp;&nbsp;&nbsp;$34019784 |
| Collateral for Securities Loaned – 0.4% | Collateral for Securities Loaned – 0.4% | Collateral for Securities Loaned – 0.4% |
| JPMorgan U.S. Government Money Market Fund - Class IM Shares, 4.25% (j) | 11199490 | &nbsp;&nbsp;&nbsp;$11199490 |
| Other Assets, Less Liabilities – (0.4)% |  | &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;(10828607) |
| **Net Assets – 100.0%** | **Net Assets – 100.0%** | &nbsp;&nbsp;&nbsp;**$2719735580** |

---

(a) Non-income producing security.

(h) An affiliated issuer, which may be considered one in which the fund owns 5% or more of the outstanding voting securities, or a company which is under common control. At period end,
the aggregate values of the fund's investments in affiliated issuers and in unaffiliated issuers were $34,019,784 and $2,696,544,403, respectively.

(j) The rate quoted is the annualized seven-day yield of the fund at period end.

(l) A portion of this security is on loan.

(v) Affiliated issuer that is available only to investment companies managed by MFS. The rate quoted for the MFS Institutional Money Market Portfolio is the annualized
seven-day yield of the fund at period end.

The following abbreviations are used in this report and are defined: <br> REIT Real Estate Investment Trust

See attached supplemental information. For more information see notes to financial statements as disclosed in the most recent semiannual or annual report.

------

### Supplemental Information
5/31/25 (unaudited)

The fund is an investment company and accordingly follows the investment company accounting and reporting guidance of the Financial Accounting Standards Board (FASB) Accounting Standards Codification Topic 946 Financial Services - Investment Companies.

(1) Investment Valuations

Subject to its oversight, the fund's Board of Trustees has delegated primary responsibility for determining or causing to be determined the value of the fund's investments to MFS as the fund's adviser, pursuant to the fund's valuation policy and procedures which have been adopted by the adviser and approved by the Board. In accordance with Rule 2a-5 under the Investment Company Act of 1940, the Board of Trustees designated the adviser as the "valuation designee" of the fund. If the adviser, as valuation designee, determines that reliable market quotations are not readily available for an investment, the investment is valued at fair value as determined in good faith by the adviser in accordance with the adviser's fair valuation policy and procedures.

Under the fund's valuation policy and procedures, equity securities, including restricted equity securities, are generally valued at the last sale or official closing price on their primary market or exchange as provided by a third-party pricing service. Equity securities, for which there were no sales reported that day, are generally valued at the last quoted daily bid quotation on their primary market or exchange as provided by a third-party pricing service. Short-term instruments with a maturity at issuance of 60 days or less may be valued at amortized cost, which approximates market value. Open-end investment companies are generally valued at net asset value per share. The values of foreign securities and other assets and liabilities expressed in foreign currencies are converted to U.S. dollars using the mean of bid and asked prices for rates provided by a third-party pricing service.

Under the fund's valuation policy and procedures, market quotations are not considered to be readily available for debt instruments, floating rate loans, and many types of derivatives. These investments are generally valued at fair value based on information from third-party pricing services or otherwise determined by the adviser in accordance with the adviser's fair valuation policy and procedures. Securities and other assets generally valued on the basis of information from a third-party pricing service may also be valued at a broker/dealer bid quotation. In determining values, third-party pricing services can utilize both transaction data and market information such as yield, quality, coupon rate, maturity, type of issue, trading characteristics, spreads and other market data. An investment may also be valued at fair value if the adviser determines that the investment's value has been materially affected by events occurring after the close of the exchange or market on which the investment is principally traded (such as foreign exchange or market) and prior to the determination of the fund's net asset value, or after the halt of trading of a specific security where trading does not resume prior to the close of the exchange or market on which the security is principally traded. Events that occur after foreign markets close (such as developments in foreign markets and significant movements in the U.S. markets) and prior to the determination of the fund's net asset value may be deemed to have a material effect on the value of securities traded in foreign markets. Accordingly, the fund's foreign equity securities may often be valued at fair value. The adviser generally relies on third-party pricing services or other information (such as the correlation with price movements of similar securities in the same or other markets; the type, cost and investment characteristics of the security; the business and financial condition of the issuer; and trading and other market data) to assist in determining whether to fair value and at what value to fair value an investment. The value of an investment for purposes of calculating the fund's net asset value can differ depending on the source and method used to determine value. When fair valuation is used, the value of an investment used to determine the fund's net asset value may differ from quoted or published prices for the same investment. There can be no assurance that the fund could obtain the fair value assigned to an investment if it were to sell the investment at the same time at which the fund determines its net asset value per share.

Various inputs are used in determining the value of the fund's assets or liabilities. These inputs are categorized into three broad levels. In certain cases, the inputs used to measure fair value may fall into different levels of the fair value hierarchy. In such cases, an investment's level within the fair value hierarchy is based on the lowest level of input that is significant to the fair value measurement. The fund's assessment of the significance of a particular input to the fair value measurement in its entirety requires judgment, and considers factors specific to the investment. Level 1 includes unadjusted quoted prices in active markets for identical assets or liabilities. Level 2 includes other significant observable market-based inputs (including quoted prices for similar securities, interest rates, prepayment speed, and credit risk). Level 3 includes significant unobservable inputs, which may include the adviser's own assumptions in determining the fair value of investments. The following is a summary of the levels used as of May 31, 2025 in valuing the fund's assets and liabilities:

---

| | | | | |
|:---|:---|:---|:---|:---|
| **Financial Instruments** | &nbsp;&nbsp;&nbsp;**Level 1** | &nbsp;&nbsp;&nbsp;**Level 2** | &nbsp;&nbsp;&nbsp;**Level 3** | &nbsp;&nbsp;&nbsp;**Total** |
| Equity Securities | &nbsp;&nbsp;&nbsp;$2685344913 | &nbsp;&nbsp;&nbsp;$— | &nbsp;&nbsp;&nbsp;$— | &nbsp;&nbsp;&nbsp;$2685344913 |
| Investment Companies | &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;45219274 | &nbsp;&nbsp;&nbsp;&nbsp;— | &nbsp;&nbsp;&nbsp;&nbsp;— | &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;45219274 |
| Total | &nbsp;&nbsp;&nbsp;$2730564187 | &nbsp;&nbsp;&nbsp;$— | &nbsp;&nbsp;&nbsp;$— | &nbsp;&nbsp;&nbsp;$2730564187 |

---

For further information regarding security characteristics, see the Portfolio of Investments.

------

Supplemental Information (unaudited) – continued

(2) Investments in Affiliated Issuers

An affiliated issuer may be considered one in which the fund owns 5% or more of the outstanding voting securities, or a company which is under common control. For the purposes of this report, the following were affiliated issuers for the period ended May 31, 2025:

---

| | | | | | | |
|:---|:---|:---|:---|:---|:---|:---|
| **Affiliated Issuers** | &nbsp;&nbsp;**Beginning<br> Value** | &nbsp;&nbsp;**Purchases** | &nbsp;&nbsp;**Sales<br> Proceeds** | &nbsp;&nbsp;**Realized<br> Gain<br> (Loss)** | &nbsp;&nbsp;**Change in<br> Unrealized<br> Appreciation or<br> Depreciation** | &nbsp;&nbsp;**Ending<br> Value** |
| MFS Institutional Money Market Portfolio | &nbsp;&nbsp;$53367325 | &nbsp;&nbsp;$220535523 | &nbsp;&nbsp;$239880147 | &nbsp;&nbsp;$(2618) | &nbsp;&nbsp;$(299) | &nbsp;&nbsp;$34019784 |

---

---

| | | |
|:---|:---|:---|
| **Affiliated Issuers** | &nbsp;&nbsp;**Dividend<br> Income** | &nbsp;&nbsp;**Capital Gain<br> Distributions** |
| MFS Institutional Money Market Portfolio | &nbsp;&nbsp;$541367 | &nbsp;&nbsp;$— |

---

## Form NPORT-P: Monthly Portfolio Investments Report

### NPORT-P: Part A: General Information

**Item A.1. Information about the Registrant.**

- **a. Name of Registrant:** MFS SERIES TRUST XIII

- **b. Investment Company Act file number:** 811-03327

- **c. CIK number of Registrant:** 0000356349

- **d. LEI of Registrant:** 5493000SCRZM3WD72S74

- **e. Address and telephone number of Registrant.**

  - **Street Address 1:** 111 HUNTINGTON AVENUE

  - **City:** BOSTON

  - **State:** MA

  - **Foreign country:** US

  - **Zip / Postal Code:** 02199

  - **Telephone number:** 617-954-5000

**Item A.2. Information about the Series.**

- **a. Name of Series:** MFS New Discovery Value Fund

- **b. EDGAR series identifier (if any):** S000032712

- **c. LEI of Series:** LRMRW30Z8FYTIFW1W860

**Item A.3. Reporting period.**

- **a. Date of fiscal year-end:** 2026-02-28

- **b. Date as of which information is reported:** 2025-05-31

**Item A.4. Final filing**

Does the Fund anticipate that this will be its final filing on Form N-PORT? **No**

### Fund Information

**Total Assets:** $2732634105.56

**Total Liabilities:** $12531925.02

**Net Assets:** $2720102180.54

**Monthly Return Information**

| Class               | Month 1 Return (%)   | Month 2 Return (%)   | Month 3 Return (%)   |
|:---|:---|:---|:---|
| Class ID C000117930 | -4.90%               | -5.09%               | 4.45%                |
| Class ID C000100957 | -5.00%               | -5.20%               | 4.35%                |
| Class ID C000100956 | -4.97%               | -5.11%               | 4.46%                |
| Class ID C000100960 | -5.02%               | -5.16%               | 4.30%                |
| Class ID C000100961 | -4.98%               | -5.12%               | 4.39%                |
| Class ID C000100959 | -4.92%               | -5.11%               | 4.47%                |
| Class ID C000100958 | -5.05%               | -5.19%               | 4.39%                |
| Class ID C000100962 | -4.96%               | -5.10%               | 4.39%                |
| Class ID C000100963 | -4.91%               | -5.10%               | 4.40%                |

**Monthly Gains & Losses**

| Period   | Net Realized Gain/Loss   | Net Unrealized Appreciation/Depreciation   |
|:---|:---|:---|
| Month 1  | $3308540.57              | $-167839925.68                             |
| Month 2  | $6545207.48              | $-146774068.68                             |
| Month 3  | $35374809.05             | $77449894.34                               |

### Schedule of Portfolio Investments

| Name                                      | Title                                     | Identifiers                                   | Payoff Profile   | Asset Category   | Issuer Category   | Country   |   Balance | Units   | Value (USD)   | % of Net Assets   | Maturity Date   | Coupon Type   | Annualized Rate (%)   | Restricted?   |   Fair Value Level | Lending Status   |
|:---|:---|:---|:---|:---|:---|:---|---:|:---|:---|:---|:---|:---|:---|:---|---:|:---|
| Nexstar Media Group Inc                   | Nexstar Media Group Inc                   | CUSIP: 65336K103<br>LEI: 52990083ZRR5UT591988 | Long             | EC               | CORP              | US        |    106780 | NS      | $18197447.60  | 0.67%             |  |  |  | No            |                  1 | On Loan: No      |
| Zumiez Inc                                | Zumiez Inc                                | CUSIP: 989817101<br>LEI: 549300J0PDF58P6HZD25 | Long             | EC               | CORP              | US        |     87972 | NS      | $1098770.28   | 0.04%             |  |  |  | No            |                  1 | On Loan: No      |
| PennyMac Financial Services Inc           | PennyMac Financial Services Inc           | CUSIP: 70932M107<br>LEI: 549300W1D516HBDEU871 | Long             | EC               | CORP              | US        |    217880 | NS      | $20916480.00  | 0.77%             |  |  |  | No            |                  1 | On Loan: No      |
| Independence Realty Trust Inc             | Independence Realty Trust Inc             | CUSIP: 45378A106<br>LEI: 549300Z3L8NU44NQEB29 | Long             | EC               | CORP              | US        |   1480676 | NS      | $27525766.84  | 1.01%             |  |  |  | No            |                  1 | On Loan: No      |
| Plexus Corp                               | Plexus Corp                               | CUSIP: 729132100<br>LEI: 549300W7HCBI5YT25I79 | Long             | EC               | CORP              | US        |    131984 | NS      | $17324219.84  | 0.64%             |  |  |  | No            |                  1 | On Loan: No      |
| First Interstate BancSystem Inc           | First Interstate BancSystem Inc           | CUSIP: 32055Y201<br>LEI: 549300WRWYTYX0RCNJ43 | Long             | EC               | CORP              | US        |   1052537 | NS      | $28576379.55  | 1.05%             |  |  |  | No            |                  1 | On Loan: No      |
| TTM Technologies Inc                      | TTM Technologies Inc                      | CUSIP: 87305R109<br>LEI: 549300SC4BDOIS008048 | Long             | EC               | CORP              | US        |    937640 | NS      | $27997930.40  | 1.03%             |  |  |  | No            |                  1 | On Loan: No      |
| Plains GP Holdings LP                     | Plains GP Holdings LP                     | CUSIP: 72651A207<br>LEI: 549300O56BSKRD8FAM12 | Long             | EC               | CORP              | US        |   1763840 | NS      | $31043584.00  | 1.14%             |  |  |  | No            |                  1 | On Loan: No      |
| AST SpaceMobile Inc                       | AST SpaceMobile Inc                       | CUSIP: 00217D100<br>LEI: 254900MBSC9P2UCI6623 | Long             | EC               | CORP              | US        |    223369 | NS      | $5153122.83   | 0.19%             |  |  |  | No            |                  1 | On Loan: —       |
| Hut 8 Corp                                | Hut 8 Corp                                | CUSIP: 44812J104<br>LEI: 98450066FEF9C1D3FC20 | Long             | EC               | CORP              | US        |    474305 | NS      | $7242637.35   | 0.27%             |  |  |  | No            |                  1 | On Loan: No      |
| New Jersey Resources Corp                 | New Jersey Resources Corp                 | CUSIP: 646025106<br>LEI: 549300QKBSQBIX4DQ583 | Long             | EC               | CORP              | US        |    513878 | NS      | $23581861.42  | 0.87%             |  |  |  | No            |                  1 | On Loan: No      |
| Mirion Technologies Inc                   | Mirion Technologies Inc                   | CUSIP: 60471A101<br>LEI: 549300BNTOWVWFNVTJ65 | Long             | EC               | CORP              | US        |    878912 | NS      | $16787219.20  | 0.62%             |  |  |  | No            |                  1 | On Loan: No      |
| EXPRO GROUP HOLDINGS NV                   | Expro Group Holdings NV                   | CUSIP: 000000000<br>LEI: 724500LJYA8QIT73H017 | Long             | EC               | CORP              | NL        |   2032092 | NS      | $16907005.44  | 0.62%             |  |  |  | No            |                  1 | On Loan: No      |
| P10 Inc                                   | P10 Inc                                   | CUSIP: 69376K106<br>LEI: N/A                  | Long             | EC               | CORP              | US        |   1859903 | NS      | $20198546.58  | 0.74%             |  |  |  | No            |                  1 | On Loan: No      |
| Eastern Bankshares Inc                    | Eastern Bankshares Inc                    | CUSIP: 27627N105<br>LEI: 549300J245MBQU3DO403 | Long             | EC               | CORP              | US        |   1586828 | NS      | $23802420.00  | 0.88%             |  |  |  | No            |                  1 | On Loan: No      |
| Avient Corp                               | Avient Corp                               | CUSIP: 05368V106<br>LEI: SM8L9RZYIB34LNTWO040 | Long             | EC               | CORP              | US        |    595800 | NS      | $21526254.00  | 0.79%             |  |  |  | No            |                  1 | On Loan: No      |
| Prestige Consumer Healthcare Inc          | Prestige Consumer Healthcare Inc          | CUSIP: 74112D101<br>LEI: N/A                  | Long             | EC               | CORP              | US        |    431570 | NS      | $36972601.90  | 1.36%             |  |  |  | No            |                  1 | On Loan: No      |
| Essential Properties Realty Trust Inc     | Essential Properties Realty Trust Inc     | CUSIP: 29670E107<br>LEI: 2549009LXQLVYCGLZO50 | Long             | EC               | CORP              | US        |   1028537 | NS      | $33427452.50  | 1.23%             |  |  |  | No            |                  1 | On Loan: No      |
| Ashland Inc                               | Ashland Inc                               | CUSIP: 044186104<br>LEI: 529900E4L9R04SB8HB11 | Long             | EC               | CORP              | US        |    386627 | NS      | $19141902.77  | 0.70%             |  |  |  | No            |                  1 | On Loan: No      |
| RXO Inc                                   | RXO Inc                                   | CUSIP: 74982T103<br>LEI: 549300KL8CA6GP8XPM30 | Long             | EC               | CORP              | US        |    698130 | NS      | $10841958.90  | 0.40%             |  |  |  | No            |                  1 | On Loan: No      |
| Four Corners Property Trust Inc           | Four Corners Property Trust Inc           | CUSIP: 35086T109<br>LEI: 549300SVTPZPBDVNER42 | Long             | EC               | CORP              | US        |    814019 | NS      | $22475064.59  | 0.83%             |  |  |  | No            |                  1 | On Loan: No      |
| Cushman & Wakefield PLC                   | Cushman & Wakefield PLC                   | CUSIP: 000000000<br>LEI: N/A                  | Long             | EC               | CORP              | GB        |   1382389 | NS      | $13865361.67  | 0.51%             |  |  |  | No            |                  1 | On Loan: No      |
| nVent Electric PLC                        | nVent Electric PLC                        | CUSIP: 000000000<br>LEI: N/A                  | Long             | EC               | CORP              | IE        |    345919 | NS      | $22761470.20  | 0.84%             |  |  |  | No            |                  1 | On Loan: No      |
| Permian Resources Corp                    | Permian Resources Corp                    | CUSIP: 71424F105<br>LEI: 529900NXUJPOKU7OJ511 | Long             | EC               | CORP              | US        |   1751701 | NS      | $22088949.61  | 0.81%             |  |  |  | No            |                  1 | On Loan: No      |
| Nomad Foods Ltd                           | Nomad Foods Ltd                           | CUSIP: 000000000<br>LEI: 5493000ZZ1837DS2SI43 | Long             | EC               | CORP              | VG        |   1881347 | NS      | $32923572.50  | 1.21%             |  |  |  | No            |                  1 | On Loan: No      |
| Atmus Filtration Technologies Inc         | Atmus Filtration Technologies Inc         | CUSIP: 04956D107<br>LEI: N/A                  | Long             | EC               | CORP              | US        |    772570 | NS      | $27827971.40  | 1.02%             |  |  |  | No            |                  1 | On Loan: No      |
| Columbia Banking System Inc               | Columbia Banking System Inc               | CUSIP: 197236102<br>LEI: N/A                  | Long             | EC               | CORP              | US        |   1221339 | NS      | $28554905.82  | 1.05%             |  |  |  | No            |                  1 | On Loan: No      |
| KBR Inc                                   | KBR Inc                                   | CUSIP: 48242W106<br>LEI: 254900OFQDXZRKRCV808 | Long             | EC               | CORP              | US        |    363985 | NS      | $18996377.15  | 0.70%             |  |  |  | No            |                  1 | On Loan: No      |
| Under Armour Inc                          | Under Armour Inc                          | CUSIP: 904311206<br>LEI: 549300D4549QKWETZ406 | Long             | EC               | CORP              | US        |   2724166 | NS      | $17162245.80  | 0.63%             |  |  |  | No            |                  1 | On Loan: No      |
| Prosperity Bancshares Inc                 | Prosperity Bancshares Inc                 | CUSIP: 743606105<br>LEI: N/A                  | Long             | EC               | CORP              | US        |    523468 | NS      | $36459546.20  | 1.34%             |  |  |  | No            |                  1 | On Loan: No      |
| Herc Holdings Inc                         | Herc Holdings Inc                         | CUSIP: 42704L104<br>LEI: 549300TP80QLITMSBP82 | Long             | EC               | CORP              | US        |    123623 | NS      | $15329252.00  | 0.56%             |  |  |  | No            |                  1 | On Loan: No      |
| Air Lease Corp                            | Air Lease Corp                            | CUSIP: 00912X302<br>LEI: 5493004NW4M4P8TMMK63 | Long             | EC               | CORP              | US        |    679249 | NS      | $39131534.89  | 1.44%             |  |  |  | No            |                  1 | On Loan: No      |
| Graphic Packaging Holding Co              | Graphic Packaging Holding Co              | CUSIP: 388689101<br>LEI: N/A                  | Long             | EC               | CORP              | US        |   1179685 | NS      | $26212600.70  | 0.96%             |  |  |  | No            |                  1 | On Loan: No      |
| Axalta Coating Systems Ltd                | Axalta Coating Systems Ltd                | CUSIP: 000000000<br>LEI: 529900AGLPA40GV6H619 | Long             | EC               | CORP              | BM        |    548452 | NS      | $16892321.60  | 0.62%             |  |  |  | No            |                  1 | On Loan: No      |
| Lincoln National Corp                     | Lincoln National Corp                     | CUSIP: 534187109<br>LEI: EFQMQROEDSNBRIP7LE47 | Long             | EC               | CORP              | US        |    633732 | NS      | $21001878.48  | 0.77%             |  |  |  | No            |                  1 | On Loan: No      |
| Phillips Edison & Co Inc                  | Phillips Edison & Co Inc                  | CUSIP: 71844V201<br>LEI: 549300JPN4YHYPXTJQ85 | Long             | EC               | CORP              | US        |    752073 | NS      | $26668508.58  | 0.98%             |  |  |  | No            |                  1 | On Loan: No      |
| Kemper Corp                               | Kemper Corp                               | CUSIP: 488401100<br>LEI: 549300FNI1JKTRY2PV09 | Long             | EC               | CORP              | US        |    280268 | NS      | $17861479.64  | 0.66%             |  |  |  | No            |                  1 | On Loan: No      |
| nCino Inc                                 | nCino Inc                                 | CUSIP: 63947X101<br>LEI: 549300WVRR2WR3L6MZ46 | Long             | EC               | CORP              | US        |    578227 | NS      | $15207370.10  | 0.56%             |  |  |  | No            |                  1 | On Loan: No      |
| Wintrust Financial Corp                   | Wintrust Financial Corp                   | CUSIP: 97650W108<br>LEI: Q774KI4AW80FHFW33O61 | Long             | EC               | CORP              | US        |    182647 | NS      | $21809878.27  | 0.80%             |  |  |  | No            |                  1 | On Loan: No      |
| Vontier Corp                              | Vontier Corp                              | CUSIP: 928881101<br>LEI: 549300VVSQLG4P5K4639 | Long             | EC               | CORP              | US        |    811343 | NS      | $29005512.25  | 1.07%             |  |  |  | No            |                  1 | On Loan: No      |
| Kadant Inc                                | Kadant Inc                                | CUSIP: 48282T104<br>LEI: 549300K06LNJYBMPYP15 | Long             | EC               | CORP              | US        |     35727 | NS      | $11215062.57  | 0.41%             |  |  |  | No            |                  1 | On Loan: No      |
| First Hawaiian Inc                        | First Hawaiian Inc                        | CUSIP: 32051X108<br>LEI: 5493002DJSH46F5OLV06 | Long             | EC               | CORP              | US        |   1372779 | NS      | $32781962.52  | 1.21%             |  |  |  | No            |                  1 | On Loan: No      |
| JP Morgan US Government Money Market Fund | JP Morgan US Government Money Market Fund | CUSIP: 4812C2270<br>LEI: 549300NQ5E5B7ZV4T516 | Long             | STIV             | RF                | US        |  11199490 | NS      | $11199490.00  | 0.41%             |  |  |  | No            |                  1 | On Loan: No      |
| Toll Brothers Inc                         | Toll Brothers Inc                         | CUSIP: 889478103<br>LEI: 529900JB6IS9MSZGVR44 | Long             | EC               | CORP              | US        |    134031 | NS      | $13972731.75  | 0.51%             |  |  |  | No            |                  1 | On Loan: No      |
| Banc of California Inc                    | Banc of California Inc                    | CUSIP: 05990K106<br>LEI: 549300ZKWUJDP6LJ1X87 | Long             | EC               | CORP              | US        |   1109596 | NS      | $15223657.12  | 0.56%             |  |  |  | No            |                  1 | On Loan: No      |
| Chemours Co/The                           | Chemours Co/The                           | CUSIP: 163851108<br>LEI: 549300M1BOLNXL8DOV14 | Long             | EC               | CORP              | US        |   1084701 | NS      | $10988021.13  | 0.40%             |  |  |  | No            |                  1 | On Loan: No      |
| Pet Valu Holdings Ltd                     | Pet Valu Holdings Ltd                     | CUSIP: 71584R105<br>LEI: 2549004F77OUH5ES5L44 | Long             | EC               | CORP              | CA        |    546859 | NS      | $12293219.77  | 0.45%             |  |  |  | No            |                  1 | On Loan: No      |
| Hasbro Inc                                | Hasbro Inc                                | CUSIP: 418056107<br>LEI: 549300NUB6D2R1ITYR45 | Long             | EC               | CORP              | US        |    286710 | NS      | $19126424.10  | 0.70%             |  |  |  | No            |                  1 | On Loan: No      |
| Chefs' Warehouse Inc/The                  | Chefs' Warehouse Inc/The                  | CUSIP: 163086101<br>LEI: 549300JYEDC8C547E980 | Long             | EC               | CORP              | US        |    246848 | NS      | $15743965.44  | 0.58%             |  |  |  | No            |                  1 | On Loan: No      |
| Smith Douglas Homes Corp                  | Smith Douglas Homes Corp                  | CUSIP: 83207R107<br>LEI: N/A                  | Long             | EC               | CORP              | US        |    398490 | NS      | $7483642.20   | 0.28%             |  |  |  | No            |                  1 | On Loan: No      |
| Regal Rexnord Corp                        | Regal Rexnord Corp                        | CUSIP: 758750103<br>LEI: QH78R09VCJGQKPBPYU33 | Long             | EC               | CORP              | US        |    174600 | NS      | $23298624.00  | 0.86%             |  |  |  | No            |                  1 | On Loan: No      |
| Standard Aero Inc                         | Standard Aero Inc                         | CUSIP: 85423L103<br>LEI: N/A                  | Long             | EC               | CORP              | US        |    635150 | NS      | $18628949.50  | 0.68%             |  |  |  | No            |                  1 | On Loan: No      |
| UMB Financial Corp                        | UMB Financial Corp                        | CUSIP: 902788108<br>LEI: 549300MGEH3N3CUCV828 | Long             | EC               | CORP              | US        |    244392 | NS      | $25201703.04  | 0.93%             |  |  |  | No            |                  1 | On Loan: No      |
| Viper Energy Inc                          | Viper Energy Inc                          | CUSIP: 927959106<br>LEI: 5299009LINL232255G03 | Long             | EC               | CORP              | US        |    577534 | NS      | $22922324.46  | 0.84%             |  |  |  | No            |                  1 | On Loan: No      |
| Northwestern Energy Group Inc             | Northwestern Energy Group Inc             | CUSIP: 668074305<br>LEI: 254900N1WG46G1VMDM34 | Long             | EC               | CORP              | US        |    624890 | NS      | $34575163.70  | 1.27%             |  |  |  | No            |                  1 | On Loan: No      |
| Simply Good Foods Co/The                  | Simply Good Foods Co/The                  | CUSIP: 82900L102<br>LEI: N/A                  | Long             | EC               | CORP              | US        |    593595 | NS      | $20484963.45  | 0.75%             |  |  |  | No            |                  1 | On Loan: No      |
| Black Hills Corp                          | Black Hills Corp                          | CUSIP: 092113109<br>LEI: 3MGELCRSTNSAMJ962671 | Long             | EC               | CORP              | US        |    404031 | NS      | $23623692.57  | 0.87%             |  |  |  | No            |                  1 | On Loan: No      |
| Patrick Industries Inc                    | Patrick Industries Inc                    | CUSIP: 703343103<br>LEI: 549300FZ5ZTCCJ3Z5W14 | Long             | EC               | CORP              | US        |    198708 | NS      | $17061068.88  | 0.63%             |  |  |  | No            |                  1 | On Loan: No      |
| Brixmor Property Group Inc                | Brixmor Property Group Inc                | CUSIP: 11120U105<br>LEI: 5299007UXW6Y0W2EGZ95 | Long             | EC               | CORP              | US        |    899030 | NS      | $22844352.30  | 0.84%             |  |  |  | No            |                  1 | On Loan: No      |
| ServiceTitan Inc                          | ServiceTitan Inc                          | CUSIP: 81764X103<br>LEI: N/A                  | Long             | EC               | CORP              | US        |     27576 | NS      | $3051835.92   | 0.11%             |  |  |  | No            |                  1 | On Loan: —       |
| Two Harbors Investment Corp               | Two Harbors Investment Corp               | CUSIP: 90187B804<br>LEI: 549300ZUIBT6KH4HU823 | Long             | EC               | CORP              | US        |   1445509 | NS      | $15307940.31  | 0.56%             |  |  |  | No            |                  1 | On Loan: No      |
| Adtalem Global Education Inc              | Adtalem Global Education Inc              | CUSIP: 00737L103<br>LEI: 549300Z467EZLMODV621 | Long             | EC               | CORP              | US        |    126917 | NS      | $16756851.51  | 0.62%             |  |  |  | No            |                  1 | On Loan: No      |
| Newell Brands Inc                         | Newell Brands Inc                         | CUSIP: 651229106<br>LEI: 549300LWGYFM1TVO1Z12 | Long             | EC               | CORP              | US        |   2969382 | NS      | $15737724.60  | 0.58%             |  |  |  | No            |                  1 | On Loan: No      |
| Verint Systems Inc                        | Verint Systems Inc                        | CUSIP: 92343X100<br>LEI: 549300KEQJS5FRVUCO94 | Long             | EC               | CORP              | US        |    728684 | NS      | $12781117.36  | 0.47%             |  |  |  | No            |                  1 | On Loan: No      |
| Axis Capital Holdings Ltd                 | Axis Capital Holdings Ltd                 | CUSIP: 000000000<br>LEI: 635400VD2NQBYAHMEM55 | Long             | EC               | CORP              | BM        |    269760 | NS      | $28001088.00  | 1.03%             |  |  |  | No            |                  1 | On Loan: No      |
| Flowserve Corp                            | Flowserve Corp                            | CUSIP: 34354P105<br>LEI: 6Y0GK87T6V7NJKZJVM41 | Long             | EC               | CORP              | US        |    445971 | NS      | $22258412.61  | 0.82%             |  |  |  | No            |                  1 | On Loan: No      |
| Selective Insurance Group Inc             | Selective Insurance Group Inc             | CUSIP: 816300107<br>LEI: 549300R3WGJWLE40R258 | Long             | EC               | CORP              | US        |    262185 | NS      | $23077523.70  | 0.85%             |  |  |  | No            |                  1 | On Loan: No      |
| Brunswick Corp/DE                         | Brunswick Corp/DE                         | CUSIP: 117043109<br>LEI: YM4O38W15AX4YLLQKU27 | Long             | EC               | CORP              | US        |    278517 | NS      | $14098530.54  | 0.52%             |  |  |  | No            |                  1 | On Loan: No      |
| Portland General Electric Co              | Portland General Electric Co              | CUSIP: 736508847<br>LEI: GJOUP9M7C39GLSK9R870 | Long             | EC               | CORP              | US        |    908053 | NS      | $38501447.20  | 1.42%             |  |  |  | No            |                  1 | On Loan: No      |
| Douglas Emmett Inc                        | Douglas Emmett Inc                        | CUSIP: 25960P109<br>LEI: N/A                  | Long             | EC               | CORP              | US        |   1121329 | NS      | $15956511.67  | 0.59%             |  |  |  | No            |                  1 | On Loan: No      |
| Thryv Holdings Inc                        | Thryv Holdings Inc                        | CUSIP: 886029206<br>LEI: N/A                  | Long             | EC               | CORP              | US        |   1521037 | NS      | $20229792.10  | 0.74%             |  |  |  | No            |                  1 | On Loan: No      |
| Popular Inc                               | Popular Inc                               | CUSIP: 733174700<br>LEI: 5493008CARDZMVQ3LO89 | Long             | EC               | CORP              | PR        |    366276 | NS      | $37920554.28  | 1.39%             |  |  |  | No            |                  1 | On Loan: No      |
| ICON PLC                                  | ICON PLC                                  | CUSIP: 000000000<br>LEI: 6354008SRQGEMC4XFI67 | Long             | EC               | CORP              | IE        |     64136 | NS      | $8355638.08   | 0.31%             |  |  |  | No            |                  1 | On Loan: No      |
| United Community Banks Inc/GA             | United Community Banks Inc/GA             | CUSIP: 90984P303<br>LEI: 549300GVW0FV66X3U703 | Long             | EC               | CORP              | US        |    982211 | NS      | $28228744.14  | 1.04%             |  |  |  | No            |                  1 | On Loan: No      |
| Stewart Information Services Corp         | Stewart Information Services Corp         | CUSIP: 860372101<br>LEI: 529900TV1XI0PLKENU10 | Long             | EC               | CORP              | US        |    232469 | NS      | $14027179.46  | 0.52%             |  |  |  | No            |                  1 | On Loan: No      |
| Silgan Holdings Inc                       | Silgan Holdings Inc                       | CUSIP: 827048109<br>LEI: KAF673KJXD92C8KSLU49 | Long             | EC               | CORP              | US        |    563596 | NS      | $31037231.72  | 1.14%             |  |  |  | No            |                  1 | On Loan: No      |
| Grand Canyon Education Inc                | Grand Canyon Education Inc                | CUSIP: 38526M106<br>LEI: 529900XFER799IYOSW74 | Long             | EC               | CORP              | US        |    129917 | NS      | $25703428.87  | 0.94%             |  |  |  | No            |                  1 | On Loan: No      |
| International Game Technology PLC         | International Game Technology PLC         | CUSIP: 000000000<br>LEI: 549300UQ6KHRCZDRGZ76 | Long             | EC               | CORP              | GB        |   1241284 | NS      | $18259287.64  | 0.67%             |  |  |  | No            |                  1 | On Loan: No      |
| Organon & Co                              | Organon & Co                              | CUSIP: 68622V106<br>LEI: 549300AMCKY57OK2CO56 | Long             | EC               | CORP              | US        |    854134 | NS      | $7875115.48   | 0.29%             |  |  |  | No            |                  1 | On Loan: No      |
| East West Bancorp Inc                     | East West Bancorp Inc                     | CUSIP: 27579R104<br>LEI: N/A                  | Long             | EC               | CORP              | US        |    294999 | NS      | $26903908.80  | 0.99%             |  |  |  | No            |                  1 | On Loan: No      |
| Bel Fuse Inc                              | Bel Fuse Inc                              | CUSIP: 077347300<br>LEI: 2549009L4XYDBRRY6X39 | Long             | EC               | CORP              | US        |    238697 | NS      | $17615838.60  | 0.65%             |  |  |  | No            |                  1 | On Loan: No      |
| Albany International Corp                 | Albany International Corp                 | CUSIP: 012348108<br>LEI: L73WCPNCZIRSQGZTW097 | Long             | EC               | CORP              | US        |    376272 | NS      | $24860291.04  | 0.91%             |  |  |  | No            |                  1 | On Loan: No      |
| SLM Corp                                  | SLM Corp                                  | CUSIP: 78442P106<br>LEI: N/A                  | Long             | EC               | CORP              | US        |   1072781 | NS      | $34725920.97  | 1.28%             |  |  |  | No            |                  1 | On Loan: No      |
| MFS Institutional Money Market Portfolio  | MFS Institutional Money Market Portfolio  | CUSIP: 55291X109<br>LEI: 5L2W638H85N8T1136O07 | Long             | EC               | RF                | US        |  33859065 | NS      | $33859064.92  | 1.24%             |  |  |  | No            |                  1 | On Loan: No      |
| FormFactor Inc                            | FormFactor Inc                            | CUSIP: 346375108<br>LEI: 549300YCEEO6SZD1ZR61 | Long             | EC               | CORP              | US        |    583592 | NS      | $17420221.20  | 0.64%             |  |  |  | No            |                  1 | On Loan: No      |
| TechnipFMC PLC                            | TechnipFMC PLC                            | CUSIP: 000000000<br>LEI: 549300D5I93QWCJTCK36 | Long             | EC               | CORP              | GB        |    763199 | NS      | $23773648.85  | 0.87%             |  |  |  | No            |                  1 | On Loan: No      |
| Envista Holdings Corp                     | Envista Holdings Corp                     | CUSIP: 29415F104<br>LEI: 549300BX623VURJZ5269 | Long             | EC               | CORP              | US        |   1183283 | NS      | $21618580.41  | 0.79%             |  |  |  | No            |                  1 | On Loan: No      |
| Cathay General Bancorp                    | Cathay General Bancorp                    | CUSIP: 149150104<br>LEI: 549300K1SLJ8C97H5L68 | Long             | EC               | CORP              | US        |    676421 | NS      | $28988021.96  | 1.07%             |  |  |  | No            |                  1 | On Loan: No      |
| Urban Edge Properties                     | Urban Edge Properties                     | CUSIP: 91704F104<br>LEI: N/A                  | Long             | EC               | CORP              | US        |    963446 | NS      | $17496179.36  | 0.64%             |  |  |  | No            |                  1 | On Loan: No      |
| Atlantic Union Bankshares Corp            | Atlantic Union Bankshares Corp            | CUSIP: 04911A107<br>LEI: N/A                  | Long             | EC               | CORP              | US        |    572481 | NS      | $17185879.62  | 0.63%             |  |  |  | No            |                  1 | On Loan: No      |
| International Paper Co                    | International Paper Co                    | CUSIP: 460146103<br>LEI: 824LMFJDH41EY779Q875 | Long             | EC               | CORP              | US        |    450594 | NS      | $21542899.14  | 0.79%             |  |  |  | No            |                  1 | On Loan: No      |
| Insight Enterprises Inc                   | Insight Enterprises Inc                   | CUSIP: 45765U103<br>LEI: 529900S8991TYW6YP792 | Long             | EC               | CORP              | US        |    159010 | NS      | $20733313.90  | 0.76%             |  |  |  | No            |                  1 | On Loan: No      |
| Hayward Holdings Inc                      | Hayward Holdings Inc                      | CUSIP: 421298100<br>LEI: N/A                  | Long             | EC               | CORP              | US        |   1779383 | NS      | $24822392.85  | 0.91%             |  |  |  | No            |                  1 | On Loan: No      |
| TriMas Corp                               | TriMas Corp                               | CUSIP: 896215209<br>LEI: 75G1WUQ8QK4P5MZOYD78 | Long             | EC               | CORP              | US        |    718774 | NS      | $18954070.38  | 0.70%             |  |  |  | No            |                  1 | On Loan: No      |
| Aspen Insurance Holdings Ltd              | Aspen Insurance Holdings Ltd              | CUSIP: 000000000<br>LEI: 549300YX6HECG9XQCQ75 | Long             | EC               | CORP              | BM        |    237533 | NS      | $8147381.90   | 0.30%             |  |  |  | No            |                  1 | On Loan: No      |
| ONE Gas Inc                               | ONE Gas Inc                               | CUSIP: 68235P108<br>LEI: 549300HXDWI0LATTX840 | Long             | EC               | CORP              | US        |    357934 | NS      | $26759145.84  | 0.98%             |  |  |  | No            |                  1 | On Loan: No      |
| Endava PLC                                | Endava PLC                                | CUSIP: 29260V105<br>LEI: 213800JJ6CRPCWCQVZ25 | Long             | EC               | CORP              | GB        |    202353 | NS      | $3124330.32   | 0.11%             |  |  |  | No            |                  1 | On Loan: No      |
| Columbia Sportswear Co                    | Columbia Sportswear Co                    | CUSIP: 198516106<br>LEI: 549300OTMCIEUXAH5Z60 | Long             | EC               | CORP              | US        |    182248 | NS      | $11623777.44  | 0.43%             |  |  |  | No            |                  1 | On Loan: No      |
| National Storage Affiliates Trust         | National Storage Affiliates Trust         | CUSIP: 637870106<br>LEI: 529900FS06O8GOYNR108 | Long             | EC               | CORP              | US        |    215384 | NS      | $7409209.60   | 0.27%             |  |  |  | No            |                  1 | On Loan: No      |
| Hancock Whitney Corp                      | Hancock Whitney Corp                      | CUSIP: 410120109<br>LEI: 549300GRNBWY8HIICT41 | Long             | EC               | CORP              | US        |    571711 | NS      | $31255440.37  | 1.15%             |  |  |  | No            |                  1 | On Loan: No      |
| Esab Corp                                 | Esab Corp                                 | CUSIP: 29605J106<br>LEI: 549300ZNV0SWBXEIWT04 | Long             | EC               | CORP              | US        |    172198 | NS      | $21178632.02  | 0.78%             |  |  |  | No            |                  1 | On Loan: No      |
| Option Care Health Inc                    | Option Care Health Inc                    | CUSIP: 68404L201<br>LEI: 549300DI3Q5ACSYJRI17 | Long             | EC               | CORP              | US        |    886517 | NS      | $28971375.56  | 1.07%             |  |  |  | No            |                  1 | On Loan: No      |
| LKQ Corp                                  | LKQ Corp                                  | CUSIP: 501889208<br>LEI: DS830JTTZQN6GK0I2E41 | Long             | EC               | CORP              | US        |    533412 | NS      | $21587183.64  | 0.79%             |  |  |  | No            |                  1 | On Loan: No      |
| ACI Worldwide Inc                         | ACI Worldwide Inc                         | CUSIP: 004498101<br>LEI: 5493003BPVMZUJ6F5C02 | Long             | EC               | CORP              | US        |    469792 | NS      | $21732577.92  | 0.80%             |  |  |  | No            |                  1 | On Loan: No      |
| Smartstop Self Storage REIT Inc           | Smartstop Self Storage REIT Inc           | CUSIP: 83192D402<br>LEI: 549300EC266625K12S42 | Long             | EC               | CORP              | US        |    716088 | NS      | $26165855.52  | 0.96%             |  |  |  | No            |                  1 | On Loan: No      |
| MDU Resources Group Inc                   | MDU Resources Group Inc                   | CUSIP: 552690109<br>LEI: N/A                  | Long             | EC               | CORP              | US        |    704778 | NS      | $12115133.82  | 0.45%             |  |  |  | No            |                  1 | On Loan: No      |
| Texas Capital Bancshares Inc              | Texas Capital Bancshares Inc              | CUSIP: 88224Q107<br>LEI: 549300466Q2SXRX0YM48 | Long             | EC               | CORP              | US        |    348776 | NS      | $25003751.44  | 0.92%             |  |  |  | No            |                  1 | On Loan: No      |
| Pacific Premier Bancorp Inc               | Pacific Premier Bancorp Inc               | CUSIP: 69478X105<br>LEI: 549300Q1KIC3KLI0XG98 | Long             | EC               | CORP              | US        |   1656342 | NS      | $35114450.40  | 1.29%             |  |  |  | No            |                  1 | On Loan: No      |
| Quaker Chemical Corp                      | Quaker Chemical Corp                      | CUSIP: 747316107<br>LEI: 549300PJQ1R3WCWCPS54 | Long             | EC               | CORP              | US        |    182505 | NS      | $19790842.20  | 0.73%             |  |  |  | No            |                  1 | On Loan: No      |
| UGI Corp                                  | UGI Corp                                  | CUSIP: 902681105<br>LEI: DX6GCWD4Q1JO9CRE5I40 | Long             | EC               | CORP              | US        |    802514 | NS      | $28938654.84  | 1.06%             |  |  |  | No            |                  1 | On Loan: No      |
| Antero Resources Corp                     | Antero Resources Corp                     | CUSIP: 03674X106<br>LEI: APVBKPOULHUX7YZLKU17 | Long             | EC               | CORP              | US        |    773328 | NS      | $28961133.60  | 1.06%             |  |  |  | No            |                  1 | On Loan: No      |
| Matador Resources Co                      | Matador Resources Co                      | CUSIP: 576485205<br>LEI: 549300CI3Q2UUK5R4G79 | Long             | EC               | CORP              | US        |    504524 | NS      | $21699577.24  | 0.80%             |  |  |  | No            |                  1 | On Loan: No      |
| NCR Atleos Corp                           | NCR Atleos Corp                           | CUSIP: 63001N106<br>LEI: 9845005FC3S0VA714741 | Long             | EC               | CORP              | US        |   1005859 | NS      | $26665322.09  | 0.98%             |  |  |  | No            |                  1 | On Loan: No      |
| Lantheus Holdings Inc                     | Lantheus Holdings Inc                     | CUSIP: 516544103<br>LEI: 5299005HUB5IOJGO7S39 | Long             | EC               | CORP              | US        |     76906 | NS      | $5811017.36   | 0.21%             |  |  |  | No            |                  1 | On Loan: No      |
| Concentra Group Holdings Parent Inc       | Concentra Group Holdings Parent Inc       | CUSIP: 20603L102<br>LEI: N/A                  | Long             | EC               | CORP              | US        |   1289901 | NS      | $27900558.63  | 1.03%             |  |  |  | No            |                  1 | On Loan: No      |
| TriNet Group Inc                          | TriNet Group Inc                          | CUSIP: 896288107<br>LEI: 5299003FJVBETSFKE990 | Long             | EC               | CORP              | US        |    278686 | NS      | $23189462.06  | 0.85%             |  |  |  | No            |                  1 | On Loan: No      |
| Visteon Corp                              | Visteon Corp                              | CUSIP: 92839U206<br>LEI: 549300MOVLYHRW4GGW78 | Long             | EC               | CORP              | US        |    259996 | NS      | $21950162.30  | 0.81%             |  |  |  | No            |                  1 | On Loan: No      |
| Hexcel Corp                               | Hexcel Corp                               | CUSIP: 428291108<br>LEI: S6Q7LW43WUBUHXY2QP69 | Long             | EC               | CORP              | US        |    447551 | NS      | $23670972.39  | 0.87%             |  |  |  | No            |                  1 | On Loan: No      |
| Encompass Health Corp                     | Encompass Health Corp                     | CUSIP: 29261A100<br>LEI: 549300FVRPM9DRQZRG64 | Long             | EC               | CORP              | US        |     69963 | NS      | $8458526.70   | 0.31%             |  |  |  | No            |                  1 | On Loan: No      |
| Rexford Industrial Realty Inc             | Rexford Industrial Realty Inc             | CUSIP: 76169C100<br>LEI: 549300MSLO0DF0EMX355 | Long             | EC               | CORP              | US        |    626367 | NS      | $22073173.08  | 0.81%             |  |  |  | No            |                  1 | On Loan: No      |
| Utz Brands Inc                            | Utz Brands Inc                            | CUSIP: 918090101<br>LEI: N/A                  | Long             | EC               | CORP              | US        |    908399 | NS      | $12018118.77  | 0.44%             |  |  |  | No            |                  1 | On Loan: No      |
| Everus Construction Group Inc             | Everus Construction Group Inc             | CUSIP: 300426103<br>LEI: 2549006JMMHR0KILT425 | Long             | EC               | CORP              | US        |    289888 | NS      | $16787414.08  | 0.62%             |  |  |  | No            |                  1 | On Loan: No      |
| Cousins Properties Inc                    | Cousins Properties Inc                    | CUSIP: 222795502<br>LEI: 5493007XPYD5EJABN062 | Long             | EC               | CORP              | US        |    822132 | NS      | $23077245.24  | 0.85%             |  |  |  | No            |                  1 | On Loan: No      |
| Dana Inc                                  | Dana Inc                                  | CUSIP: 235825205<br>LEI: KVWHW7YLZPFJM8QYNJ51 | Long             | EC               | CORP              | US        |   1352679 | NS      | $22495051.77  | 0.83%             |  |  |  | No            |                  1 | On Loan: No      |
| Element Solutions Inc                     | Element Solutions Inc                     | CUSIP: 28618M106<br>LEI: 549300FLGN6P5CU20J91 | Long             | EC               | CORP              | US        |   1305989 | NS      | $27922044.82  | 1.03%             |  |  |  | No            |                  1 | On Loan: No      |
| Hanover Insurance Group Inc/The           | Hanover Insurance Group Inc/The           | CUSIP: 410867105<br>LEI: JJYR6MFKFF6CF8DBZ078 | Long             | EC               | CORP              | US        |    194092 | NS      | $34156310.16  | 1.26%             |  |  |  | No            |                  1 | On Loan: No      |
| Element Fleet Management Corp             | Element Fleet Management Corp             | CUSIP: 286181201<br>LEI: 5493000PGBS1C22ELQ16 | Long             | EC               | CORP              | CA        |    928915 | NS      | $22133945.79  | 0.81%             |  |  |  | No            |                  1 | On Loan: No      |
| CVB Financial Corp                        | CVB Financial Corp                        | CUSIP: 126600105<br>LEI: N/A                  | Long             | EC               | CORP              | US        |   1139940 | NS      | $21373875.00  | 0.79%             |  |  |  | No            |                  1 | On Loan: No      |
| Timken Co/The                             | Timken Co/The                             | CUSIP: 887389104<br>LEI: B0I35MLPFXZSE70ASS73 | Long             | EC               | CORP              | US        |    322716 | NS      | $22102818.84  | 0.81%             |  |  |  | No            |                  1 | On Loan: No      |

### Signature

**Date Signed:** 2025-06-27

**Name of Applicant:** MFS SERIES TRUST XIII

**Signature:** James Byrne

**Name of Signer:** James Byrne

**Title:** Assistant Treasurer