| VVIASATVSAT |
| 3.46% | 1.99% | $1.08亿 | 120.5万股 | $5,517.5万 | 120.5万股 | 00.00% | 持仓不变 |
| S新美亚SANM |
| 2.81% | 1.43% | $8,792.0万 | 34.7万股 | $3,952.7万 | 30.5万股 | +4.3万股+13.94% | 加仓 |
| MMASTECMTZ |
| 2.73% | 2.38% | $8,533.4万 | 20.5万股 | $6,598.9万 | 20.5万股 | 00.00% | 持仓不变 |
 TD SYNNEXSNX |
| 2.41% | 1.47% | $7,528.3万 | 28.2万股 | $4,082.3万 | 24.2万股 | +4.0万股+16.38% | 加仓 |
| DDYCOM INDSDY |
| 2.32% | 1.76% | $7,260.3万 | 14.4万股 | $4,865.5万 | 14.4万股 | 00.00% | 持仓不变 |
| SSTONEXSNEX |
| 2.14% | 2.06% | $6,690.5万 | 56.5万股 | $5,694.3万 | 70.6万股 | -14.1万股-20.03% | 减仓 |
| CC H ROBINSON WORLDWIDE INCHRW |
| 2.04% | 1.73% | $6,377.9万 | 33.9万股 | $4,782.8万 | 28.8万股 | +5.1万股+17.58% | 加仓 |
 CASEYS GEN STORESCASY |
| 1.77% | 2.31% | $5,523.8万 | 7.0万股 | $6,405.2万 | 8.8万股 | -1.9万股-21.02% | 减仓 |
| GGRANITE CONSTRSPHB |
| 1.69% | 1.45% | $5,298.8万 | 33.5万股 | $4,018.4万 | 33.5万股 | 00.00% | 持仓不变 |
| CCHEESECAKE FACTORYCAKE |
| 1.64% | 1.28% | $5,143.9万 | 64.7万股 | $3,540.7万 | 64.7万股 | 00.00% | 持仓不变 |
| AAMERICAN AIRLINESAAL |
| 1.62% | 1.09% | $5,079.3万 | 281.1万股 | $3,018.9万 | 281.1万股 | 00.00% | 持仓不变 |
 MACYS COMM |
| 1.6% | 1.39% | $4,996.6万 | 212.2万股 | $3,838.2万 | 212.2万股 | 00.00% | 持仓不变 |
| EECHOSTAR CORP CLASS CLASS AECHO |
| 1.55% | 2.02% | $4,840.5万 | 47.7万股 | $5,583.1万 | 47.7万股 | 00.00% | 持仓不变 |
 皇冠控股CCK |
| 1.38% | 1.4% | $4,310.7万 | 38.6万股 | $3,864.6万 | 38.6万股 | 00.00% | 持仓不变 |
| PPENN ENTERTAINMENTPENN |
| 1.23% | 0.98% | $3,855.3万 | 180.5万股 | $2,712.8万 | 180.5万股 | 00.00% | 持仓不变 |
 WAYFAIRW |
| 1.23% | 1.13% | $3,849.3万 | 41.7万股 | $3,132.5万 | 41.7万股 | 00.00% | 持仓不变 |
| PPRIMORIS SVCSPRIM |
| 1.22% | 1.62% | $3,811.2万 | 38.5万股 | $4,472.9万 | 31.3万股 | +7.2万股+22.96% | 加仓 |
 仲量联行JLL |
| 1.15% | 1.28% | $3,601.6万 | 11.6万股 | $3,536.2万 | 11.6万股 | 00.00% | 持仓不变 |
 AUTOLIVALV |
| 1.06% | 1.09% | $3,320.1万 | 28.6万股 | $3,005.5万 | 28.6万股 | 00.00% | 持仓不变 |
 威廉姆斯WMB |
| 1.05% | 1.18% | $3,280.8万 | 44.1万股 | $3,277.2万 | 45.0万股 | -8,961股-1.99% | 减仓 |
 切尼尔能源LNG |
| 1.03% | 1.21% | $3,220.8万 | 13.5万股 | $3,348.3万 | 11.8万股 | +1.7万股+14.20% | 加仓 |
 JacobsJ |
| 1.01% | 1.15% | $3,156.3万 | 25.1万股 | $3,188.4万 | 25.1万股 | 00.00% | 持仓不变 |
 ONEOKOKE |
| 1% | 1.29% | $3,130.8万 | 36.0万股 | $3,576.0万 | 39.6万股 | -3.6万股-8.97% | 减仓 |
| LLITHIA MTRSLAD |
| 0.99% | 0.96% | $3,102.4万 | 10.7万股 | $2,667.0万 | 10.7万股 | 00.00% | 持仓不变 |
 NEXSTAR MEDIANXST |
| 0.99% | 1.13% | $3,098.5万 | 17.4万股 | $3,137.4万 | 17.4万股 | 00.00% | 持仓不变 |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 0.94% | 0.14% | $2,929.6万 | 6.8万股 | $390.6万 | 2.4万股 | +4.4万股+185.29% | 加仓 |
 KINDER MORGAN DEL COMKMI |
| 0.93% | 1.12% | $2,916.1万 | 91.2万股 | $3,090.6万 | 92.2万股 | -9,580股-1.04% | 减仓 |
| CCOMMSCOPEVISN |
| 0.91% | 1.47% | $2,861.4万 | 223.9万股 | $4,075.0万 | 223.9万股 | 00.00% | 持仓不变 |
 CAL MAINE FOODS COM NEWCALM |
| 0.89% | 0.99% | $2,793.8万 | 34.7万股 | $2,744.9万 | 34.7万股 | 00.00% | 持仓不变 |
 Tc Energy Corp COMMONTRP |
| 0.89% | 1.04% | $2,769.6万 | 41.8万股 | $2,877.7万 | 46.0万股 | -4.2万股-9.11% | 减仓 |
 PELOTON INTERACTIVEPTON |
| 0.85% | 0.7% | $2,652.1万 | 448.7万股 | $1,925.1万 | 448.7万股 | 00.00% | 持仓不变 |
 伯克希尔哈撒韦BRK.A |
| 0.84% | 0.93% | $2,621.0万 | 35股 | $2,585.3万 | 36股 | -1股-2.78% | 减仓 |
 SEMPRA COMSRE |
| 0.83% | 0.98% | $2,593.8万 | 28.0万股 | $2,714.7万 | 27.9万股 | +400股+0.14% | 加仓 |
 ATMOS ENERGYATO |
| 0.82% | 0.96% | $2,554.5万 | 14.8万股 | $2,646.8万 | 14.3万股 | +5,000股+3.49% | 加仓 |
 南方电力SO |
| 0.81% | 0.89% | $2,525.8万 | 26.4万股 | $2,471.9万 | 25.6万股 | +7,800股+3.05% | 加仓 |
 安桥ENB |
| 0.79% | 0.96% | $2,464.2万 | 45.5万股 | $2,666.2万 | 49.2万股 | -3.8万股-7.70% | 减仓 |
| LLYFT INC CLASS ALYFT |
| 0.75% | 0.77% | $2,355.6万 | 161.2万股 | $2,144.4万 | 161.2万股 | 00.00% | 持仓不变 |
 DT MIDSTREAM COMMON STOCKDTM |
| 0.72% | 0.72% | $2,252.2万 | 15.3万股 | $1,994.2万 | 14.8万股 | +5,400股+3.65% | 加仓 |
 LEIDOS COMLDOS |
| 0.71% | 1.22% | $2,235.5万 | 21.7万股 | $3,382.6万 | 21.8万股 | -400股-0.18% | 减仓 |
 AECOMACM |
| 0.64% | 0.88% | $1,994.2万 | 28.6万股 | $2,423.3万 | 28.6万股 | 00.00% | 持仓不变 |
| WWOLVERINE WORLD WIDEWWW |
| 0.6% | 0.67% | $1,888.4万 | 114.2万股 | $1,864.4万 | 114.2万股 | 00.00% | 持仓不变 |
 捷普JBL |
| 0.58% | 0.11% | $1,811.3万 | 4.7万股 | $302.8万 | 1.1万股 | +3.6万股+312.22% | 加仓 |
| WWEC ENERGY COMIDU |
| 0.56% | 0.62% | $1,764.9万 | 15.1万股 | $1,726.6万 | 14.9万股 | +2,000股+1.34% | 加仓 |
| OOPENDOOR TECHNOLOGIES INCLASS AOPEN |
| 0.55% | 0.63% | $1,725.5万 | 373.5万股 | $1,747.9万 | 373.5万股 | 00.00% | 持仓不变 |
| VVISHAY INTERTECHNOLOGYVSH |
| 0.55% | — | $1,721.5万 | 32.0万股 | $0 | 0股 | +32.0万股 | 新买入 |
 NISOURCE COMNI |
| 0.55% | 0.6% | $1,708.9万 | 35.9万股 | $1,672.7万 | 35.8万股 | +900股+0.25% | 加仓 |
 NATIONAL GRID SPONSORED ADR NENGG |
| 0.51% | 0.55% | $1,608.0万 | 19.4万股 | $1,530.8万 | 18.1万股 | +1.3万股+7.24% | 加仓 |
 EQTEQT |
| 0.48% | 0.97% | $1,516.6万 | 28.5万股 | $2,696.4万 | 42.4万股 | -13.8万股-32.68% | 减仓 |
 默沙东MRK |
| 0.47% | 0.51% | $1,475.8万 | 11.5万股 | $1,417.0万 | 11.8万股 | -2,950股-2.50% | 减仓 |
 爱迪生联合电气ED |
| 0.45% | 0.47% | $1,414.2万 | 12.8万股 | $1,306.5万 | 11.5万股 | +1.2万股+10.74% | 加仓 |
