| TTIDEWATER NEWTDW |
| 31.26% | 38.05% | $1.94亿 | 290.6万股 | $2.44亿 | 292.1万股 | -1.4万股-0.49% | 减仓 |
 LENNARLEN |
| 7.37% | 6.72% | $4,564.9万 | 51.0万股 | $4,310.8万 | 52.4万股 | -1.3万股-2.57% | 减仓 |
 FIVE POINTFPH |
| 5.92% | 5.26% | $3,670.2万 | 696.4万股 | $3,370.7万 | 696.4万股 | 00.00% | 持仓不变 |
| LLSB INDSLXU |
| 3.7% | 4.93% | $2,291.4万 | 212.0万股 | $3,158.9万 | 212.0万股 | -400股-0.02% | 减仓 |
 WEST FRASER TIMBERWFG |
| 3.23% | 3.01% | $2,002.1万 | 29.6万股 | $1,931.9万 | 29.6万股 | +163股+0.06% | 加仓 |
 CAVCO INDS DELCVCO |
| 3.21% | 2.45% | $1,990.3万 | 3.2万股 | $1,568.5万 | 3.2万股 | +8股+0.02% | 加仓 |
 ASBURY AUTOMOTIVEABG |
| 2.83% | 1.11% | $1,753.7万 | 8.7万股 | $713.4万 | 3.7万股 | +5.1万股+138.89% | 加仓 |
 WESTLAKEWLK |
| 2.77% | 2.64% | $1,718.3万 | 23.5万股 | $1,693.9万 | 14.5万股 | +9.0万股+62.33% | 加仓 |
 JEFFERIES FINANCIAL INJEF |
| 2.65% | 2.11% | $1,640.7万 | 32.8万股 | $1,353.5万 | 32.8万股 | +310股+0.09% | 加仓 |
 AERCAP SHSAER |
| 2.51% | 2.28% | $1,552.8万 | 10.7万股 | $1,460.9万 | 10.6万股 | +22股+0.02% | 加仓 |
 INSTEEL INDS COMIIIN |
| 2.33% | 1.56% | $1,442.1万 | 47.8万股 | $1,000.9万 | 29.8万股 | +18.0万股+60.35% | 加仓 |
| AARCELORMITTAL SA LUXEMBOURG NY REGISTRY SHMT |
| 2.3% | 1.92% | $1,425.2万 | 23.7万股 | $1,229.7万 | 23.7万股 | +88股+0.04% | 加仓 |
 西部数据WDC |
| 2.24% | 1.96% | $1,390.6万 | 2.2万股 | $1,259.0万 | 4.7万股 | -2.5万股-53.22% | 减仓 |
| AAMREPAXR |
| 2.12% | 2.29% | $1,315.9万 | 52.2万股 | $1,467.7万 | 52.2万股 | 00.00% | 持仓不变 |
| CCANADIAN NAT RESCNQ |
| 2.02% | 2.46% | $1,251.5万 | 31.7万股 | $1,580.0万 | 32.4万股 | -7,475股-2.31% | 减仓 |
 F N BFNB |
| 1.61% | 1.61% | $997.7万 | 53.6万股 | $1,035.2万 | 53.6万股 | 00.00% | 持仓不变 |
 TRAVEL PLUS LEISURETNL |
| 1.51% | 1.31% | $932.7万 | 12.2万股 | $842.0万 | 12.2万股 | +350股+0.29% | 加仓 |
| RRYERSONRYZ |
| 1.47% | 0.67% | $910.2万 | 37.0万股 | $432.3万 | 19.2万股 | +17.8万股+92.33% | 加仓 |
 LINCOLN ELECLECO |
| 1.44% | 1.3% | $889.8万 | 3.4万股 | $832.1万 | 3.3万股 | +106股+0.32% | 加仓 |
 CHAMPION HOMESSKY |
| 1.29% | 1.05% | $798.3万 | 9.1万股 | $671.9万 | 9.0万股 | +250股+0.28% | 加仓 |
| MMILLROSE PPTYS INC CLASS AMRP |
| 1.21% | 1.09% | $752.2万 | 25.0万股 | $698.4万 | 24.9万股 | +890股+0.36% | 加仓 |
| RRADNETRDNT |
| 1.2% | 1.05% | $746.0万 | 12.1万股 | $673.4万 | 12.0万股 | +480股+0.40% | 加仓 |
| SSANDISK COMSNDK |
| 1.12% | 0.92% | $691.0万 | 3,039股 | $588.1万 | 9,256股 | -6,217股-67.17% | 减仓 |
 ALLISON TRANSMISSION IALSN |
| 1.07% | 1.07% | $660.0万 | 5.9万股 | $683.4万 | 5.8万股 | +160股+0.27% | 加仓 |
 CANADIAN SOLAR INC COMCSIQ |
| 1.03% | 0.86% | $641.0万 | 40.0万股 | $551.3万 | 39.8万股 | +2,030股+0.51% | 加仓 |
 LOUISIANA PACLPX |
| 1.01% | 0.9% | $624.2万 | 7.9万股 | $575.9万 | 7.9万股 | +190股+0.24% | 加仓 |
 TECK RESOURCESTECK |
| 0.96% | 0.81% | $594.6万 | 10.0万股 | $517.5万 | 10.0万股 | 00.00% | 持仓不变 |
| SSEACOR MARINE HLDGS INC COMSMHI |
| 0.88% | 0.86% | $545.6万 | 71.3万股 | $549.8万 | 76.8万股 | -5.5万股-7.13% | 减仓 |
| NNOBLENE |
| 0.87% | 1.11% | $541.8万 | 14.5万股 | $712.8万 | 14.5万股 | 00.00% | 持仓不变 |
| SSEADRILLSDRL |
| 0.81% | 0.94% | $503.8万 | 13.3万股 | $600.0万 | 13.2万股 | +1,350股+1.02% | 加仓 |
 ACADEMY SPORTS & OUTDOORASO |
| 0.79% | 0.47% | $489.5万 | 10.4万股 | $301.6万 | 5.3万股 | +5.0万股+94.39% | 加仓 |
| DDANADAN |
| 0.66% | 0.79% | $411.3万 | 15.1万股 | $508.6万 | 15.1万股 | 00.00% | 持仓不变 |
 SPOTIFY TECHNOLOGY SHSSPOT |
| 0.56% | 0.57% | $344.3万 | 7,500股 | $363.7万 | 7,500股 | 00.00% | 持仓不变 |
 U HAUL HOLDINGSCL |
| 0.4% | 0.33% | $248.1万 | 4.3万股 | $209.9万 | 4.7万股 | -4,000股-8.51% | 减仓 |
 PREFORMED LINE PRODSPLPC |
| 0.39% | 0.25% | $243.7万 | 5,935股 | $160.7万 | 5,935股 | 00.00% | 持仓不变 |
| SSEA SPONSORD ADSSE |
| 0.39% | 0.32% | $239.6万 | 2.5万股 | $207.0万 | 2.5万股 | 00.00% | 持仓不变 |
| CCACI国际CACI |
| 0.27% | 0.31% | $166.8万 | 3,600股 | $195.8万 | 3,600股 | 00.00% | 持仓不变 |
 RANGER ENERGY SVCS INC COM CL ARNGR |
| 0.26% | 0.27% | $160.1万 | 10.0万股 | $171.4万 | 10.0万股 | 00.00% | 持仓不变 |
 摩根士丹利MS |
| 0.22% | 0.17% | $135.9万 | 6,500股 | $107.0万 | 6,500股 | 00.00% | 持仓不变 |
| HHUDBAY MINERALSHBM |
| 0.21% | 0.18% | $129.9万 | 5.5万股 | $115.0万 | 5.5万股 | 00.00% | 持仓不变 |
 CIVEO CDACVEO |
| 0.17% | — | $105.0万 | 3.0万股 | $0 | 0股 | +3.0万股 | 新买入 |
| AAMRIZE SHSAMRZ |
| 0.17% | 0.13% | $103.9万 | 2.0万股 | $84.0万 | 1.5万股 | +4,500股+30.00% | 加仓 |
| AADVANCED ENERGY INDSAEIS |
| 0.16% | 0.14% | $101.6万 | 2,725股 | $87.8万 | 2,725股 | 00.00% | 持仓不变 |
| GGEOSPACE TECHNOLOGIESGEOS |
| 0.14% | — | $87.0万 | 12.8万股 | $0 | 0股 | +12.8万股 | 新买入 |
 ALAMOS GOLD INC NEW FCLASS AAGI |
| 0.14% | 0.15% | $86.5万 | 2.9万股 | $95.5万 | 2.2万股 | +7,000股+32.56% | 加仓 |
 LEGACY HOUSING CORP COMLEGH |
| 0.14% | 0.58% | $86.1万 | 3.3万股 | $370.5万 | 18.1万股 | -14.9万股-81.93% | 减仓 |
| PPETROLEO BRASILEIROPBR |
| 0.13% | 0.16% | $80.8万 | 5.0万股 | $103.8万 | 5.0万股 | 00.00% | 持仓不变 |
| HHILTON GRAND VACATIONSHGV |
| 0.13% | 0.09% | $78.6万 | 1.5万股 | $58.7万 | 1.5万股 | 00.00% | 持仓不变 |
| IINTERNATIONAL SEAWAYS INC COM NPVINSW |
| 0.12% | 0.11% | $76.6万 | 1.0万股 | $72.9万 | 1.0万股 | 00.00% | 持仓不变 |
 阿格尼科鹰矿AEM |
| 0.11% | 0.12% | $69.8万 | 4,500股 | $77.4万 | 3,813股 | +687股+18.02% | 加仓 |
