| PPHARMING GROUP NVPHAR |
| 12.37% | — | $3,007.4万 | 214.8万股 | $0 | 0股 | +214.8万股 | 新买入 |
| BB2GOLDBTG |
| 11.14% | 13.02% | $2,708.4万 | 722.7万股 | $2,232.7万 | 491.6万股 | +231.1万股+47.01% | 加仓 |
 CLOROX DELCLX |
| 10.35% | 8.45% | $2,517.8万 | 26.4万股 | $1,448.4万 | 14.0万股 | +12.4万股+88.73% | 加仓 |
 AXALTA COATING SYSAXTA |
| 9.09% | 7.15% | $2,209.6万 | 64.6万股 | $1,225.4万 | 44.2万股 | +20.3万股+45.94% | 加仓 |
| SSCIENCE APPLICATIONS INTLSAIC |
| 7.94% | 6.73% | $1,931.1万 | 17.5万股 | $1,154.3万 | 12.2万股 | +5.3万股+43.81% | 加仓 |
 ALLISON TRANSMISSION IALSN |
| 7.24% | 6.69% | $1,761.0万 | 15.6万股 | $1,146.9万 | 9.8万股 | +5.8万股+59.41% | 加仓 |
 ENERGIZERENR |
| 5.69% | 5.25% | $1,382.9万 | 64.5万股 | $899.3万 | 54.8万股 | +9.7万股+17.76% | 加仓 |
| SSIBANYE STILLWATER LTD FUNSPONSORED ADR 1 ADR REPS 4 ORD SHSSBSW |
| 5.54% | 6.29% | $1,348.6万 | 158.8万股 | $1,078.9万 | 87.6万股 | +71.3万股+81.36% | 加仓 |
 GENTEXGNTX |
| 4.33% | 3.9% | $1,053.0万 | 41.7万股 | $669.4万 | 30.6万股 | +11.0万股+36.00% | 加仓 |
 RANGE RESRRC |
| 3.83% | 4.66% | $931.5万 | 25.0万股 | $799.0万 | 17.7万股 | +7.4万股+41.62% | 加仓 |
 MOLSON COORS BEVERAGE CL BTAP |
| 2.69% | 3.88% | $655.1万 | 16.8万股 | $664.5万 | 15.4万股 | +1.4万股+8.94% | 加仓 |
 THE CAMPBELLSCPB |
| 2.61% | 2.95% | $633.7万 | 28.5万股 | $505.3万 | 22.7万股 | +5.8万股+25.40% | 加仓 |
 BORGWARNERBWA |
| 2.58% | 4.92% | $626.9万 | 9.4万股 | $844.0万 | 15.6万股 | -6.1万股-39.32% | 减仓 |
| EERO COPPERERO |
| 2.45% | 3.59% | $595.4万 | 22.3万股 | $615.3万 | 23.1万股 | -7,797股-3.38% | 减仓 |
| VVALVOLINE COMVVV |
| 2.27% | 2.24% | $551.1万 | 13.9万股 | $384.8万 | 11.4万股 | +2.5万股+21.97% | 加仓 |
 VAIL RESORTSMTN |
| 1.89% | 1.86% | $458.9万 | 3.4万股 | $319.5万 | 2.5万股 | +8,800股+35.34% | 加仓 |
| LLAMB WESTONLW |
| 1.85% | 2.43% | $449.6万 | 10.4万股 | $415.8万 | 9.8万股 | +5,700股+5.79% | 加仓 |
 TECHNIPFMC COMFTI |
| 1.8% | 7.65% | $438.8万 | 6.6万股 | $1,312.1万 | 19.0万股 | -12.4万股-65.14% | 减仓 |
| AAGCOAGCO |
| 1.5% | 1.91% | $365.2万 | 3.1万股 | $327.0万 | 2.8万股 | +2,280股+8.08% | 加仓 |
 ADVANCE AUTO PARTSAAP |
| 1.45% | 0.77% | $353.4万 | 5.7万股 | $132.0万 | 2.5万股 | +3.2万股+126.92% | 加仓 |
 CORE LABORATORIESCLB |
| 1.26% | 2.77% | $306.3万 | 26.3万股 | $475.5万 | 28.3万股 | -2.0万股-7.17% | 减仓 |
 3M COMMMM |
| 0.15% | — | $35.3万 | 2,181股 | $0 | 0股 | +2,181股 | 新买入 |
