 AMETEK COMAME |
| 6.1% | 4.62% | $1,451.6万 | 6.0万股 | $1,069.5万 | 5.0万股 | +1.0万股+20.25% | 加仓 |
 IDEXIEX |
| 4.96% | 3.46% | $1,180.1万 | 5.2万股 | $802.3万 | 4.2万股 | +9,671股+22.85% | 加仓 |
 派克汉尼汾PH |
| 4.52% | 5.39% | $1,075.9万 | 1.1万股 | $1,248.0万 | 1.4万股 | -2,940股-21.09% | 减仓 |
 江森自控JCI |
| 3.44% | 5.08% | $818.2万 | 5.6万股 | $1,176.6万 | 9.0万股 | -3.4万股-37.67% | 减仓 |
| CCRHCRH |
| 3.24% | — | $770.4万 | 7.2万股 | $0 | 0股 | +7.2万股 | 新买入 |
 美国包装PKG |
| 3.2% | — | $762.5万 | 3.2万股 | $0 | 0股 | +3.2万股 | 新买入 |
 HUNT J B TRANS SVCSJBHT |
| 3.04% | — | $723.6万 | 2.5万股 | $0 | 0股 | +2.5万股 | 新买入 |
 ITTITT |
| 2.99% | — | $711.9万 | 3.6万股 | $0 | 0股 | +3.6万股 | 新买入 |
 TELEDYNE TECHNOLOGIESTDY |
| 2.8% | — | $666.9万 | 1.0万股 | $0 | 0股 | +1.0万股 | 新买入 |
 CSX铁路CSX |
| 2.79% | 4.16% | $665.4万 | 14.0万股 | $963.6万 | 23.5万股 | -9.5万股-40.36% | 减仓 |
 CORTEVA COMCTVA |
| 2.67% | — | $635.2万 | 7.5万股 | $0 | 0股 | +7.5万股 | 新买入 |
 INGERSOLL RAND COMIR |
| 2.58% | — | $614.9万 | 7.5万股 | $0 | 0股 | +7.5万股 | 新买入 |
 安费诺APH |
| 2.52% | 1.2% | $599.5万 | 3.4万股 | $278.0万 | 2.2万股 | +1.2万股+54.55% | 加仓 |
 联合太平洋铁路UNP |
| 2.28% | — | $544.0万 | 2.0万股 | $0 | 0股 | +2.0万股 | 新买入 |
 NORDSONNDSN |
| 2.28% | 1.98% | $543.0万 | 1.8万股 | $459.6万 | 1.7万股 | +725股+4.20% | 加仓 |
 TEREX NEWTEX |
| 2.28% | 1.33% | $542.9万 | 7.5万股 | $307.9万 | 5.2万股 | +2.3万股+43.95% | 加仓 |
 亚马逊AMZN |
| 2.17% | — | $515.8万 | 2.2万股 | $0 | 0股 | +2.2万股 | 新买入 |
 迪尔DE |
| 2.13% | — | $507.5万 | 8,000股 | $0 | 0股 | +8,000股 | 新买入 |
 APPLIED INDL TECHNOLOGIES INAIT |
| 2.13% | 3.89% | $507.2万 | 1.5万股 | $902.1万 | 3.4万股 | -1.9万股-55.88% | 减仓 |
 特灵科技TT |
| 2.06% | — | $491.2万 | 1.0万股 | $0 | 0股 | +1.0万股 | 新买入 |
| SSITEONE LANDSCAPE SUPPLYSITE |
| 2.02% | — | $480.5万 | 4.2万股 | $0 | 0股 | +4.2万股 | 新买入 |
 CHAMPION HOMESSKY |
| 1.63% | 1.35% | $387.7万 | 4.4万股 | $313.5万 | 4.2万股 | +1,850股+4.39% | 加仓 |
 DIGITAL RLTY TR COMDLR |
| 1.62% | — | $385.9万 | 2.1万股 | $0 | 0股 | +2.1万股 | 新买入 |
 GeneracGNRC |
| 1.48% | — | $351.4万 | 1.2万股 | $0 | 0股 | +1.2万股 | 新买入 |
| CCOGNEXCGNX |
| 1.46% | — | $347.6万 | 4.8万股 | $0 | 0股 | +4.8万股 | 新买入 |
| CCOPACPA |
| 1.44% | — | $342.3万 | 2.2万股 | $0 | 0股 | +2.2万股 | 新买入 |
 GILDAN ACTIVEWEARGIL |
| 1.43% | — | $340.6万 | 6.6万股 | $0 | 0股 | +6.6万股 | 新买入 |
| WWILLSCOTWSC |
| 1.33% | — | $317.5万 | 11.0万股 | $0 | 0股 | +11.0万股 | 新买入 |
| SSOMNIGROUP INTERNATIONAL COMSGI |
| 1.32% | — | $313.6万 | 4.0万股 | $0 | 0股 | +4.0万股 | 新买入 |
| FFIVE BELOWFIVE |
| 1.31% | — | $312.8万 | 1.7万股 | $0 | 0股 | +1.7万股 | 新买入 |
 SPOTIFY TECHNOLOGY SHSSPOT |
| 1.28% | — | $305.0万 | 6,642股 | $0 | 0股 | +6,642股 | 新买入 |
 CLEAN HARBORSCLH |
| 1.25% | — | $298.8万 | 1.0万股 | $0 | 0股 | +1.0万股 | 新买入 |
| EEMBRAER S.AFGM |
| 1.23% | — | $293.5万 | 4.6万股 | $0 | 0股 | +4.6万股 | 新买入 |
| DDICKS SPORTING GOODSDKS |
| 1.14% | — | $272.1万 | 1.2万股 | $0 | 0股 | +1.2万股 | 新买入 |
 UNITED AIRLS COMUAL |
| 1.14% | — | $272.0万 | 2.0万股 | $0 | 0股 | +2.0万股 | 新买入 |
 DOLLAR GEN NEWDG |
| 1.14% | — | $271.8万 | 2.4万股 | $0 | 0股 | +2.4万股 | 新买入 |
| OONONON |
| 1.14% | — | $270.7万 | 7.6万股 | $0 | 0股 | +7.6万股 | 新买入 |
| UUNIVERSAL TECHNICAL INSTUTI |
| 1.08% | 1.17% | $256.6万 | 6.0万股 | $270.9万 | 7.5万股 | -1.5万股-20.05% | 减仓 |
| OOREILLY AUTOMOTIVE COMORLY |
| 1.07% | — | $254.3万 | 2.8万股 | $0 | 0股 | +2.8万股 | 新买入 |
 LAUDER ESTEE COS CL AEL |
| 1.04% | — | $248.8万 | 3.2万股 | $0 | 0股 | +3.2万股 | 新买入 |
| AARXIS INCARXS |
| 0.93% | — | $221.5万 | 4.8万股 | $0 | 0股 | +4.8万股 | 新买入 |
 星巴克SBUX |
| 0.88% | — | $210.2万 | 2.1万股 | $0 | 0股 | +2.1万股 | 新买入 |
 TAKE-TWO INTERACTIVE SOFTWARE COMTTWO |
| 0.78% | — | $185.2万 | 7,409股 | $0 | 0股 | +7,409股 | 新买入 |
 FERRARI COMRACE |
| 0.75% | — | $178.7万 | 4,799股 | $0 | 0股 | +4,799股 | 新买入 |
| PPROSHARES VIX SHORT-TERM FUTURES ETFSVXY |
| 0.74% | 1.25% | $175.9万 | 8.3万股 | $288.9万 | 8.4万股 | -1,482股-1.76% | 减仓 |
 ROSS STORES COMROST |
| 0.64% | — | $153.4万 | 7,209股 | $0 | 0股 | +7,209股 | 新买入 |
| CCARMAXKMX |
| 0.6% | — | $142.8万 | 2.7万股 | $0 | 0股 | +2.7万股 | 新买入 |
 MSC INDL DIRECTMSM |
| 0.6% | — | $142.7万 | 1.2万股 | $0 | 0股 | +1.2万股 | 新买入 |
| QQXOQXO |
| 0.54% | — | $129.6万 | 7.5万股 | $0 | 0股 | +7.5万股 | 新买入 |
 VisaV |
| 0.53% | — | $127.4万 | 3,712股 | $0 | 0股 | +3,712股 | 新买入 |
