| IiShares安硕·RUSSELLIWM |
| 8.93% | 9.05% | $8,262.4万 | 27.5万股 | $6,322.2万 | 25.5万股 | +2.0万股+7.84% | 加仓 |
| SSEMTECHSMTC |
| 8.29% | 3.81% | $7,665.3万 | 1,767.4万股 | $2,665.4万 | 1,260.8万股 | +506.6万股+40.18% | 加仓 |
| MMKS, Inc.MKSI |
| 4.69% | — | $4,334.7万 | 1,470.0万股 | $0 | 0股 | +1,470.0万股 | 新买入 |
| AAVT 1.750 09/01/30 CVT PUT |
| 3.79% | — | $3,505.9万 | 2,500.0万股 | $0 | 0股 | +2,500.0万股 | 新买入 |
| JJazz Investments I Ltd |
| 3.7% | — | $3,419.6万 | 2,003.4万股 | $0 | 0股 | +2,003.4万股 | 新买入 |
| IINDIE SEMICONDUCTOR INCINDI |
| 3.62% | 5% | $3,350.5万 | 2,891.5万股 | $3,492.3万 | 3,651.5万股 | -760.0万股-20.81% | 减仓 |
| CCHEESECAKE FACTORYCAKE |
| 3.44% | — | $3,183.2万 | 2,500.0万股 | $0 | 0股 | +2,500.0万股 | 新买入 |
| CCYBERARK SOFTWARECYBR |
| 3.27% | — | $3,022.0万 | 1,815.0万股 | $0 | 0股 | +1,815.0万股 | 新买入 |
| WWOLFSPEEDWOLF |
| 3.07% | 1.75% | $2,835.3万 | 719.4万股 | $1,224.7万 | 853.1万股 | -133.7万股-15.67% | 减仓 |
| CCRACKER BARREL OLD CTRY STORCBRL |
| 2.87% | — | $2,653.0万 | 2,587.9万股 | $0 | 0股 | +2,587.9万股 | 新买入 |
| PPORCHPRCH |
| 2.74% | 2.81% | $2,531.3万 | 1,750.0万股 | $1,963.3万 | 1,850.0万股 | -100.0万股-5.41% | 减仓 |
 优步UBER |
| 2.6% | 3.97% | $2,400.0万 | 2,000.0万股 | $2,775.1万 | 2,300.0万股 | -300.0万股-13.04% | 减仓 |
| DDropboxDBX |
| 2.49% | 2.42% | $2,298.5万 | 2,280.0万股 | $1,689.8万 | 1,780.0万股 | +500.0万股+28.09% | 加仓 |
| NNutanixNTNX |
| 2.42% | 3.22% | $2,240.7万 | 1,984.1万股 | $2,250.8万 | 2,200.0万股 | -215.9万股-9.81% | 减仓 |
| BBridgeBioBBIO |
| 2.35% | 3.54% | $2,173.0万 | 1,953.2万股 | $2,475.9万 | 2,203.2万股 | -250.0万股-11.35% | 减仓 |
| AAlphatec,ATEC |
| 2.27% | 2.1% | $2,102.4万 | 2,202.8万股 | $1,464.3万 | 1,425.0万股 | +777.8万股+54.58% | 加仓 |
 甲骨文ORCL |
| 2.09% | 3.16% | $1,932.9万 | 43.0万股 | $2,205.5万 | 49.0万股 | -6.0万股-12.24% | 减仓 |
| CCOLLEGIUM PHARMACEUTICALCOLL |
| 2.03% | 1.71% | $1,878.6万 | 1,529.8万股 | $1,195.4万 | 1,030.0万股 | +499.8万股+48.52% | 加仓 |
| SSYNAPTICSSYNA |
| 1.72% | 3.02% | $1,586.1万 | 1,068.4万股 | $2,113.7万 | 2,042.3万股 | -973.9万股-47.69% | 减仓 |
| OON Semiconductor CorporationON |
| 1.57% | — | $1,450.3万 | 1,200.0万股 | $0 | 0股 | +1,200.0万股 | 新买入 |
| HHaemoneticsHAE |
| 1.56% | 1.95% | $1,445.4万 | 1,428.3万股 | $1,362.5万 | 1,428.3万股 | 00.00% | 持仓不变 |
| GGuidewire SoftwareGWRE |
| 1.52% | 1.78% | $1,401.7万 | 1,454.6万股 | $1,246.7万 | 1,250.0万股 | +204.6万股+16.37% | 加仓 |
| DDEFINIUM THERAPEUTICSDFTX |
| 1.5% | 0.8% | $1,384.9万 | 29.4万股 | $556.4万 | 29.4万股 | 00.00% | 持仓不变 |
 Global PaymentsGPN |
| 1.46% | — | $1,350.0万 | 1,500.0万股 | $0 | 0股 | +1,500.0万股 | 新买入 |
| VVaronis SystemsVRNS |
| 1.41% | 2.56% | $1,306.7万 | 1,345.5万股 | $1,787.1万 | 2,045.5万股 | -700.0万股-34.22% | 减仓 |
 HalozymeHALO |
| 1.34% | 1.66% | $1,240.7万 | 1,113.4万股 | $1,160.7万 | 1,113.4万股 | 00.00% | 持仓不变 |
| CCENTURY ALUMCENX |
| 1.33% | — | $1,231.6万 | 500.0万股 | $0 | 0股 | +500.0万股 | 新买入 |
| PPORCH GROUP INCPRCH |
| 1.32% | 2.47% | $1,224.0万 | 1,171.3万股 | $1,727.0万 | 1,721.3万股 | -550.0万股-31.95% | 减仓 |
| ZZSCALER INC.ZS |
| 1.26% | — | $1,168.2万 | 1,263.3万股 | $0 | 0股 | +1,263.3万股 | 新买入 |
| AA10 NETWORKSATEN |
| 1.24% | — | $1,147.0万 | 675.0万股 | $0 | 0股 | +675.0万股 | 新买入 |
| VVERTEXVERX |
| 1.21% | 1.87% | $1,121.0万 | 1,250.0万股 | $1,305.5万 | 1,500.0万股 | -250.0万股-16.67% | 减仓 |
| GGOLAR LNGGLNG |
| 1.19% | — | $1,104.9万 | 970.0万股 | $0 | 0股 | +970.0万股 | 新买入 |
| WWOLFSPEED INCWOLF |
| 1.15% | — | $1,064.1万 | 423.0万股 | $0 | 0股 | +423.0万股 | 新买入 |
| EEvolent Health,EVH |
| 1.14% | 1.22% | $1,055.8万 | 1,351.8万股 | $854.5万 | 1,664.9万股 | -313.1万股-18.81% | 减仓 |
| WWOLFSPEED INCWOLF |
| 1.11% | — | $1,030.0万 | 261.0万股 | $0 | 0股 | +261.0万股 | 新买入 |
| VVishay IntertechnologyVSH |
| 0.98% | 3.97% | $910.5万 | 458.3万股 | $2,775.3万 | 2,883.3万股 | -2,425.0万股-84.11% | 减仓 |
| HHARMONICHLIT |
| 0.93% | 0.83% | $857.3万 | 52.5万股 | $582.4万 | 64.9万股 | -12.4万股-19.05% | 减仓 |
 CYTOKINETICSCYTK |
| 0.92% | — | $851.9万 | 10.0万股 | $0 | 0股 | +10.0万股 | 新买入 |
 WEC能源WEC |
| 0.9% | — | $832.4万 | 800.0万股 | $0 | 0股 | +800.0万股 | 新买入 |
| S道富·EET HEALTH CARE SELECT SECTOR SPDR ETFXLV |
| 0.86% | — | $793.3万 | 5.0万股 | $0 | 0股 | +5.0万股 | 新买入 |
| S道富·EET SPDR S&P BIOTECH ETFXBI |
| 0.86% | — | $791.3万 | 5.0万股 | $0 | 0股 | +5.0万股 | 新买入 |
 阿卡迈AKAM |
| 0.84% | 0.42% | $779.6万 | 649.9万股 | $290.2万 | 250.0万股 | +399.9万股+159.96% | 加仓 |
| EEVOLENT HEALTH, INC.EVH |
| 0.8% | 0.76% | $740.8万 | 1,000.0万股 | $531.4万 | 1,000.0万股 | 00.00% | 持仓不变 |
| VVIRIDIAN THERAPEUTICSVRDN |
| 0.75% | — | $696.5万 | 649.5万股 | $0 | 0股 | +649.5万股 | 新买入 |
| OOmnicell IncOMCL |
| 0.64% | 1.34% | $595.5万 | 560.0万股 | $937.2万 | 960.0万股 | -400.0万股-41.67% | 减仓 |
| NNUTANIXNTNX |
| 0.55% | — | $509.6万 | 10.0万股 | $0 | 0股 | +10.0万股 | 新买入 |
| VVROOM INC COM NEWVRM |
| 0.37% | 0.83% | $345.9万 | 44.9万股 | $582.9万 | 43.8万股 | +1.1万股+2.58% | 加仓 |
| CCORE SCIENTIFIC NEWCORZ |
| 0.36% | 0.34% | $336.8万 | 13.2万股 | $240.7万 | 16.1万股 | -2.9万股-18.21% | 减仓 |
| QQIMONDA AG |
| 0.35% | 0.46% | $322.4万 | 1,240.0万股 | $322.4万 | 1,240.0万股 | 00.00% | 持仓不变 |
| LLucidLCID |
| 0.34% | 0.64% | $314.4万 | 47.0万股 | $447.9万 | 47.0万股 | 00.00% | 持仓不变 |
