| VVICORVICR |
| 5.98% | 4.29% | $1.99亿 | 52.4万股 | $8,404.2万 | 52.2万股 | +2,000股+0.38% | 加仓 |
| AARTERISAIP |
| 5.74% | 3.32% | $1.91亿 | 392.8万股 | $6,497.9万 | 395.3万股 | -2.5万股-0.63% | 减仓 |
| VVISHAY INTERTECHNOLOGYVSH |
| 4.91% | 2.69% | $1.63亿 | 303.6万股 | $5,256.0万 | 292.0万股 | +11.6万股+3.96% | 加仓 |
| PPDF SOLUTIONSPDFS |
| 4.4% | 3.38% | $1.46亿 | 206.5万股 | $6,616.3万 | 202.3万股 | +4.2万股+2.09% | 加仓 |
| NNLIGHTLASR |
| 4.17% | 5.6% | $1.39亿 | 199.3万股 | $1.10亿 | 192.3万股 | +7.0万股+3.64% | 加仓 |
 VertivVRT |
| 2.88% | 3.65% | $9,567.5万 | 28.6万股 | $7,147.8万 | 28.5万股 | +500股+0.18% | 加仓 |
| VVISHAY PRECISION GROUP INC COMVPG |
| 2.7% | 1.38% | $8,979.6万 | 59.9万股 | $2,692.0万 | 62.0万股 | -2.1万股-3.39% | 减仓 |
| FFORMFACTORFORM |
| 2.63% | 2.99% | $8,756.2万 | 54.8万股 | $5,853.3万 | 60.4万股 | -5.6万股-9.28% | 减仓 |
| CCECO ENVIRONMENTALCECO |
| 2.61% | 1.18% | $8,688.4万 | 95.8万股 | $2,308.7万 | 38.8万股 | +57.0万股+147.10% | 加仓 |
| OOIL DRI AMERODC |
| 2.11% | 2.25% | $7,011.6万 | 68.6万股 | $4,409.8万 | 67.8万股 | +8,500股+1.25% | 加仓 |
| TTHREDUPTDUP |
| 2.1% | 1.55% | $6,969.9万 | 1,017.5万股 | $3,042.2万 | 927.5万股 | +90.0万股+9.70% | 加仓 |
| LLINCOLN EDL SVCSLINC |
| 1.99% | 2.66% | $6,611.8万 | 132.5万股 | $5,196.9万 | 127.8万股 | +4.8万股+3.72% | 加仓 |
| VVEECO INSTRS DELVECO |
| 1.93% | 1.52% | $6,411.5万 | 84.6万股 | $2,979.7万 | 88.0万股 | -3.4万股-3.88% | 减仓 |
| TTETRA TECHNOLOGIES DELTTI |
| 1.93% | 1.47% | $6,403.1万 | 565.2万股 | $2,875.5万 | 337.5万股 | +227.7万股+67.45% | 加仓 |
 超微电脑SMCI |
| 1.64% | 1.88% | $5,451.0万 | 185.9万股 | $3,680.8万 | 161.7万股 | +24.2万股+14.97% | 加仓 |
| EELMET GROUP CO (THE) COMMON STOCKELMT |
| 1.57% | — | $5,210.2万 | 263.9万股 | $0 | 0股 | +263.9万股 | 新买入 |
| MMKSMKSI |
| 1.5% | 1.41% | $4,992.9万 | 11.2万股 | $2,757.7万 | 12.0万股 | -7,750股-6.46% | 减仓 |
| UUNIVERSAL TECHNICAL INSTUTI |
| 1.45% | 1.9% | $4,833.0万 | 113.0万股 | $3,718.3万 | 103.0万股 | +10.0万股+9.71% | 加仓 |
| NNOVANVMI |
| 1.45% | 2.05% | $4,813.2万 | 8.9万股 | $4,001.9万 | 9.2万股 | -3,500股-3.80% | 减仓 |
 相干公司COHR |
| 1.1% | 1.28% | $3,648.8万 | 9.3万股 | $2,513.1万 | 10.6万股 | -1.3万股-12.32% | 减仓 |
 科磊KLAC |
| 0.93% | 0.77% | $3,092.5万 | 10.3万股 | $1,509.2万 | 1.0万股 | +9.2万股+900.00% | 加仓 |
| CCRA INTLCRAI |
| 0.92% | 1.16% | $3,066.7万 | 21.6万股 | $2,266.4万 | 14.0万股 | +7.6万股+53.93% | 加仓 |
| GGENIUS SPORTS LIMITEDGENI |
| 0.9% | 0.91% | $2,984.6万 | 492.5万股 | $1,772.0万 | 400.0万股 | +92.5万股+23.13% | 加仓 |
| VVIASATVSAT |
| 0.89% | 0.77% | $2,969.1万 | 33.1万股 | $1,514.1万 | 33.1万股 | 00.00% | 持仓不变 |
 PARSONS DELPSN |
| 0.87% | 1.13% | $2,907.6万 | 55.5万股 | $2,215.6万 | 40.9万股 | +14.6万股+35.70% | 加仓 |
| AAMBIQ MICRO INC COMMON STOCKAMBQ |
| 0.86% | 0.26% | $2,858.3万 | 32.4万股 | $508.2万 | 20.0万股 | +12.4万股+61.85% | 加仓 |
| CCENTURICTRI |
| 0.86% | 1.22% | $2,850.5万 | 94.3万股 | $2,388.3万 | 81.8万股 | +12.5万股+15.29% | 加仓 |
 布鲁克BRKR |
| 0.83% | 0.78% | $2,763.8万 | 45.9万股 | $1,532.4万 | 42.4万股 | +3.5万股+8.25% | 加仓 |
 ARLO TECHNOLOGIESARLO |
| 0.81% | 1.28% | $2,689.3万 | 199.5万股 | $2,504.5万 | 176.0万股 | +23.5万股+13.35% | 加仓 |
 NVENT ELECTRICNVT |
| 0.79% | 0.93% | $2,620.5万 | 15.5万股 | $1,827.4万 | 15.5万股 | 00.00% | 持仓不变 |
 SELECT WATER SOLUTIONSWTTR |
| 0.78% | 0.9% | $2,597.4万 | 130.0万股 | $1,767.2万 | 115.5万股 | +14.5万股+12.55% | 加仓 |
| GGORMAN RUPP CO EQUITY CLASS EQUITYGRC |
| 0.75% | 0.87% | $2,499.9万 | 27.3万股 | $1,693.0万 | 27.3万股 | 00.00% | 持仓不变 |
 GeneracGNRC |
| 0.72% | 0.72% | $2,401.0万 | 8.2万股 | $1,415.2万 | 7.2万股 | +9,550股+13.18% | 加仓 |
| AASTRONICSATRO |
| 0.67% | 0.93% | $2,214.3万 | 27.3万股 | $1,818.4万 | 27.3万股 | 00.00% | 持仓不变 |
 阿卡迈AKAM |
| 0.65% | 1.05% | $2,169.2万 | 18.4万股 | $2,050.1万 | 17.9万股 | +5,000股+2.80% | 加仓 |
| BBADGER METERBMI |
| 0.65% | 0.23% | $2,151.5万 | 14.5万股 | $457.1万 | 3.0万股 | +11.5万股+383.33% | 加仓 |
| TTENNANTTNC |
| 0.64% | 0.78% | $2,122.8万 | 24.3万股 | $1,520.6万 | 22.9万股 | +1.4万股+5.90% | 加仓 |
| EEVERUS CONSTRECG |
| 0.63% | 0.76% | $2,099.3万 | 12.7万股 | $1,493.5万 | 12.7万股 | 00.00% | 持仓不变 |
 CLEAN HARBORSCLH |
| 0.63% | 1.01% | $2,094.4万 | 7.0万股 | $1,974.3万 | 6.9万股 | +1,250股+1.82% | 加仓 |
 ASURE SOFTWAREASUR |
| 0.63% | 1.15% | $2,092.2万 | 263.5万股 | $2,242.5万 | 260.8万股 | +2.8万股+1.05% | 加仓 |
 ASPEN AEROGELS INC COMASPN |
| 0.62% | 0.79% | $2,067.3万 | 326.1万股 | $1,545.4万 | 451.9万股 | -125.8万股-27.84% | 减仓 |
| MMATRIX SVC CO COMMTRX |
| 0.59% | 0.84% | $1,966.0万 | 143.5万股 | $1,647.4万 | 143.5万股 | 00.00% | 持仓不变 |
| MMYRMYRG |
| 0.59% | 0.56% | $1,951.6万 | 3.9万股 | $1,089.8万 | 3.9万股 | +400股+1.04% | 加仓 |
 PHOTRONICSPLAB |
| 0.57% | 1.25% | $1,904.6万 | 58.6万股 | $2,444.8万 | 60.5万股 | -2.0万股-3.22% | 减仓 |
 LANTRONIXLTRX |
| 0.56% | — | $1,852.2万 | 315.0万股 | $0 | 0股 | +315.0万股 | 新买入 |
| EENTEGRISENTG |
| 0.55% | 0.7% | $1,825.6万 | 10.2万股 | $1,371.7万 | 11.7万股 | -1.6万股-13.25% | 减仓 |
 EVOLV TECHNOLOGIES HLDNGS INC COM CL AEVLV |
| 0.54% | 0.39% | $1,783.5万 | 307.5万股 | $756.3万 | 125.0万股 | +182.5万股+146.00% | 加仓 |
 BWX科技BWXT |
| 0.51% | 0.62% | $1,703.2万 | 8.8万股 | $1,206.5万 | 5.9万股 | +2.9万股+48.31% | 加仓 |
| SSOLSTICE ADVANCED MATLSSOL |
| 0.5% | 0.73% | $1,661.3万 | 18.8万股 | $1,428.0万 | 18.8万股 | 00.00% | 持仓不变 |
 富兰克林·ELEC INC COMFELE |
| 0.5% | — | $1,652.9万 | 15.4万股 | $0 | 0股 | +15.4万股 | 新买入 |
