 VertivVRT |
| 11.03% | 11.73% | $2.52亿 | 75.1万股 | $2.45亿 | 97.7万股 | -22.6万股-23.11% | 减仓 |
 WESCO INTLWCC |
| 7.75% | 7.3% | $1.77亿 | 51.2万股 | $1.52亿 | 55.7万股 | -4.5万股-8.08% | 减仓 |
| EENERSYSENS |
| 7.52% | 6.54% | $1.72亿 | 73.4万股 | $1.36亿 | 78.5万股 | -5.1万股-6.55% | 减仓 |
 ROYALTY PHARMARPRX |
| 5.87% | 6.04% | $1.34亿 | 238.6万股 | $1.26亿 | 262.6万股 | -24.0万股-9.14% | 减仓 |
 汽车地带AZO |
| 5.33% | 6.44% | $1.21亿 | 3.8万股 | $1.34亿 | 4.0万股 | -1,756股-4.42% | 减仓 |
| EELEMENT SOLUTIONSESI |
| 4.77% | 3.96% | $1.09亿 | 228.0万股 | $8,268.6万 | 242.2万股 | -14.2万股-5.85% | 减仓 |
| ZZEBRA TECHNOLOGIES CORPORATIZBRA |
| 4.77% | 3.62% | $1.09亿 | 41.3万股 | $7,552.4万 | 36.1万股 | +5.2万股+14.33% | 加仓 |
| GGARRETT MOTIONGTX |
| 4.59% | 2.87% | $1.05亿 | 289.0万股 | $5,996.7万 | 330.0万股 | -41.0万股-12.43% | 减仓 |
| MMARRIOTT VACATIONS WORLDWIDEVAC |
| 4.26% | 2.41% | $9,710.6万 | 95.3万股 | $5,038.6万 | 77.4万股 | +17.9万股+23.19% | 加仓 |
| T赛默飞世尔TMO |
| 3.43% | 3.16% | $7,812.9万 | 15.6万股 | $6,599.0万 | 13.4万股 | +2.2万股+16.07% | 加仓 |
 MSC INDL DIRECTMSM |
| 2.81% | 2.56% | $6,411.7万 | 53.9万股 | $5,340.1万 | 57.9万股 | -4.0万股-6.86% | 减仓 |
| WWEXWEX |
| 2.75% | 1.82% | $6,273.2万 | 44.5万股 | $3,807.1万 | 24.9万股 | +19.6万股+78.73% | 加仓 |
 EURONET WORLDWIDEEEFT |
| 2.56% | 2.22% | $5,838.8万 | 79.8万股 | $4,641.7万 | 69.9万股 | +9.8万股+14.07% | 加仓 |
 布鲁克菲尔德BN |
| 2.27% | 2.63% | $5,168.2万 | 121.3万股 | $5,482.8万 | 135.5万股 | -14.1万股-10.43% | 减仓 |
 ONESPAWORLD LIMITEDOSW |
| 2.15% | 1.96% | $4,912.1万 | 173.9万股 | $4,093.5万 | 178.4万股 | -4.4万股-2.48% | 减仓 |
| FFiservFISV |
| 2.1% | 2.19% | $4,787.4万 | 97.6万股 | $4,579.0万 | 82.1万股 | +15.5万股+18.94% | 加仓 |
 联邦快递FDX |
| 1.99% | 2.74% | $4,536.2万 | 14.5万股 | $5,726.9万 | 16.1万股 | -1.6万股-9.90% | 减仓 |
 OPEN TEXT COMOTEX |
| 1.97% | 2.34% | $4,492.1万 | 202.8万股 | $4,882.5万 | 219.5万股 | -16.7万股-7.62% | 减仓 |
 CENTURY COMMUNITIESCCS |
| 1.93% | 1.58% | $4,392.5万 | 61.3万股 | $3,307.7万 | 57.6万股 | +3.7万股+6.33% | 加仓 |
 GILDAN ACTIVEWEARGIL |
| 1.55% | 1.67% | $3,531.5万 | 68.4万股 | $3,475.8万 | 62.5万股 | +6.0万股+9.58% | 加仓 |
 FIRSTCASHFCFS |
| 1.52% | 1.62% | $3,468.8万 | 16.0万股 | $3,374.3万 | 17.9万股 | -1.9万股-10.66% | 减仓 |
| CCGIGIB |
| 1.45% | 1.87% | $3,318.5万 | 51.4万股 | $3,907.1万 | 53.4万股 | -2.1万股-3.85% | 减仓 |
| SSS&C TECHSSNC |
| 1.42% | 1.82% | $3,245.8万 | 52.3万股 | $3,800.4万 | 56.2万股 | -3.9万股-6.99% | 减仓 |
| KKFORCEKFRC |
| 1.29% | 0.88% | $2,937.1万 | 62.6万股 | $1,835.1万 | 62.8万股 | -1,625股-0.26% | 减仓 |
 KEMPERKMPR |
| 1.28% | 1.01% | $2,909.6万 | 107.9万股 | $2,100.3万 | 68.7万股 | +39.2万股+57.03% | 加仓 |
| WWILLIS TOWERS WATSONWTW |
| 1.12% | 1.42% | $2,545.8万 | 9.7万股 | $2,963.0万 | 10.2万股 | -4,525股-4.44% | 减仓 |
 CONSENSUS CLOUD SOLUTIONS INCCSI |
| 1.05% | 0.66% | $2,400.0万 | 62.9万股 | $1,382.8万 | 58.2万股 | +4.7万股+8.00% | 加仓 |
 RUSH ENTERPRISESRUSHA |
| 1.05% | 1.07% | $2,385.2万 | 32.7万股 | $2,233.4万 | 33.8万股 | -1.1万股-3.26% | 减仓 |
| CCECO ENVIRONMENTALCECO |
| 1.02% | — | $2,335.0万 | 25.7万股 | $0 | 0股 | +25.7万股 | 新买入 |
 LKQLKQ |
| 1% | 1.5% | $2,287.5万 | 86.9万股 | $3,121.2万 | 106.3万股 | -19.4万股-18.25% | 减仓 |
 Nice Ltd ADRNICE |
| 0.98% | 1.52% | $2,244.0万 | 24.7万股 | $3,168.3万 | 28.7万股 | -4.0万股-14.04% | 减仓 |
 BROOKFIELD RENEWABLEBEPC |
| 0.9% | 0.93% | $2,048.6万 | 55.2万股 | $1,932.5万 | 48.5万股 | +6.7万股+13.75% | 加仓 |
 史丹利百得SWK |
| 0.68% | 0.64% | $1,546.9万 | 16.4万股 | $1,344.4万 | 18.9万股 | -2.5万股-13.13% | 减仓 |
| AAVANTORAVTR |
| 0.64% | 0.59% | $1,457.9万 | 147.3万股 | $1,225.6万 | 156.3万股 | -9.1万股-5.80% | 减仓 |
| EEVERFORTHEFOR |
| 0.62% | — | $1,416.4万 | 79.3万股 | $0 | 0股 | +79.3万股 | 新买入 |
| FFEDEX FGHT HLDG CO INCFDXF |
| 0.48% | — | $1,093.4万 | 7.2万股 | $0 | 0股 | +7.2万股 | 新买入 |
| SSHOE STA GROUP INC COMSHOE |
| 0.47% | 0.55% | $1,063.5万 | 71.7万股 | $1,155.7万 | 74.1万股 | -2.4万股-3.26% | 减仓 |
| IiShares安硕·RUSSELL 2000 VALUE ETFIWN |
| 0.38% | 0.14% | $871.9万 | 3.9万股 | $290.4万 | 1.5万股 | +2.4万股+157.36% | 加仓 |
 UNIFIRST MASSUNF |
| 0.37% | 0.4% | $854.3万 | 3.2万股 | $840.5万 | 3.3万股 | -1,106股-3.31% | 减仓 |
 ARES CAPITALARCC |
| 0.28% | 0.31% | $648.4万 | 35.0万股 | $650.5万 | 36.1万股 | -1.1万股-3.05% | 减仓 |
| AAMERISAFEAMSF |
| 0.19% | 0.2% | $422.2万 | 12.5万股 | $412.1万 | 12.4万股 | +1,154股+0.93% | 加仓 |
| IiShares安硕·1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFIGSB |
| 0.13% | 0.15% | $290.2万 | 5.5万股 | $304.8万 | 5.8万股 | -2,610股-4.50% | 减仓 |
| BBROOKFIELD ASSET MANAGEMENT LTD CLASS A LTD VOTING SHS ISIN #CA1130041058 SEDOL #BPCPYH2MAGY |
| 0.11% | 0.15% | $245.2万 | 5.5万股 | $314.1万 | 7.1万股 | -1.6万股-22.64% | 减仓 |
| IiShares安硕信托DVY |
| 0.11% | 0.11% | $245.1万 | 1.6万股 | $237.4万 | 1.6万股 | 00.00% | 持仓不变 |
| IiShares安硕·1-3 YEAR TREASURY BOND ETFSHY |
| 0.03% | 0.04% | $74.9万 | 9,125股 | $75.3万 | 9,125股 | 00.00% | 持仓不变 |
| IIBMIBM |
| 0.02% | 0.02% | $42.2万 | 1,500股 | $36.4万 | 1,500股 | 00.00% | 持仓不变 |
 百时美施贵宝BMY |
| 0.02% | 0.02% | $41.4万 | 7,189股 | $43.6万 | 7,189股 | 00.00% | 持仓不变 |
 FIRST HORIZONFHN |
| 0.01% | 0.01% | $25.9万 | 1.0万股 | $23.0万 | 1.0万股 | 00.00% | 持仓不变 |
