| CCARVANA CL ACVNA |
| 23.24% | 24.95% | $2.24亿 | 340.3万股 | $2.28亿 | 72.4万股 | +267.9万股+369.77% | 加仓 |
 MAPLEBEAR COMCART |
| 7.25% | 5.68% | $6,989.8万 | 147.6万股 | $5,183.5万 | 138.4万股 | +9.2万股+6.68% | 加仓 |
 CREDIT ACCEP MICHCACC |
| 7.01% | 5.4% | $6,757.8万 | 10.6万股 | $4,927.8万 | 11.6万股 | -1.0万股-8.80% | 减仓 |
 GoDaddyGDDY |
| 6.72% | 6.75% | $6,471.8万 | 76.2万股 | $6,160.7万 | 74.5万股 | +1.7万股+2.31% | 加仓 |
 ExpediaEXPE |
| 6.65% | 5.51% | $6,406.5万 | 25.0万股 | $5,027.7万 | 21.8万股 | +3.3万股+14.98% | 加仓 |
 WAYFAIRW |
| 5.98% | 5.26% | $5,764.9万 | 62.4万股 | $4,802.9万 | 63.9万股 | -1.5万股-2.32% | 减仓 |
| SSOMNIGROUP INTERNATIONAL COMSGI |
| 5.59% | 4.94% | $5,389.4万 | 68.7万股 | $4,507.8万 | 61.0万股 | +7.8万股+12.72% | 加仓 |
 SHIFT4 PMTSFOUR |
| 5.29% | 4.09% | $5,095.2万 | 104.8万股 | $3,735.5万 | 85.4万股 | +19.3万股+22.63% | 加仓 |
 EAST WEST BANCORPEWBC |
| 4.11% | 1.72% | $3,959.2万 | 26.0万股 | $1,569.0万 | 14.8万股 | +11.2万股+75.49% | 加仓 |
| FFTAI AVIATIONFTAI |
| 3.93% | 0.2% | $3,786.3万 | 14.0万股 | $183.8万 | 7,500股 | +13.2万股+1,766.13% | 加仓 |
| SSUNBELT RENTALS HOLDINGS INC SHSSUN |
| 3.19% | 5.23% | $3,073.9万 | 41.1万股 | $4,777.2万 | 73.4万股 | -32.3万股-44.02% | 减仓 |
 GILDAN ACTIVEWEARGIL |
| 3.07% | 1.83% | $2,961.9万 | 57.4万股 | $1,673.7万 | 30.1万股 | +27.3万股+90.86% | 加仓 |
 CORE & MAINCNM |
| 2.92% | 4.08% | $2,812.1万 | 58.3万股 | $3,724.7万 | 75.4万股 | -17.1万股-22.70% | 减仓 |
 TransDigmTDG |
| 2.83% | 2.29% | $2,728.3万 | 2.0万股 | $2,087.5万 | 1.8万股 | +2,470股+13.71% | 加仓 |
 VisaV |
| 2.49% | 1.45% | $2,401.3万 | 7.0万股 | $1,319.6万 | 4.4万股 | +2.6万股+60.31% | 加仓 |
 INGERSOLL RAND COMIR |
| 2.23% | 2.71% | $2,144.5万 | 26.2万股 | $2,471.0万 | 30.8万股 | -4.7万股-15.19% | 减仓 |
| ZZEBRA TECHNOLOGIES CORPORATIZBRA |
| 2.05% | 1.04% | $1,976.5万 | 7.5万股 | $947.1万 | 4.5万股 | +3.0万股+65.74% | 加仓 |
 APOLLO GLOBAL MGMT COMAPO |
| 1.45% | 3.14% | $1,401.5万 | 11.8万股 | $2,867.6万 | 25.7万股 | -13.9万股-53.97% | 减仓 |
 TE CONNECTIVITY ORD SHSTEL |
| 1.19% | — | $1,145.1万 | 5.7万股 | $0 | 0股 | +5.7万股 | 新买入 |
 标普全球SPGI |
| 1.01% | 1.12% | $970.5万 | 2.4万股 | $1,024.6万 | 2.4万股 | -260股-1.08% | 减仓 |
 CARGURUSCARG |
| 0.77% | 0.64% | $745.5万 | 21.9万股 | $585.1万 | 17.2万股 | +4.7万股+27.26% | 加仓 |
 INTERCONTINENTAL EXCHANGE COMICE |
| 0.75% | — | $719.6万 | 5.8万股 | $0 | 0股 | +5.8万股 | 新买入 |
| QQXOQXO |
| 0.28% | 0.14% | $271.6万 | 15.7万股 | $131.3万 | 6.8万股 | +9.0万股+132.48% | 加仓 |
