 PARSONS DELPSN |
| 5.49% | — | $2,230.5万 | 42.6万股 | $0 | 0股 | +42.6万股 | 新买入 |
 恩智浦NXPI |
| 5.46% | 5.03% | $2,218.8万 | 7.9万股 | $2,006.5万 | 10.2万股 | -2.3万股-22.54% | 减仓 |
 威瑞森VZ |
| 5.41% | 1.35% | $2,198.7万 | 51.9万股 | $538.7万 | 10.7万股 | +41.2万股+383.96% | 加仓 |
| AAVANTORAVTR |
| 4.53% | 2.22% | $1,842.3万 | 186.1万股 | $884.8万 | 112.9万股 | +73.2万股+64.90% | 加仓 |
 International Flavors & Fragrances INC Fragrans CORP COMMONIFF |
| 4.48% | 4.57% | $1,820.7万 | 23.0万股 | $1,822.5万 | 25.1万股 | -2.1万股-8.51% | 减仓 |
 KINDER MORGAN DEL COMKMI |
| 4.42% | 2.13% | $1,797.8万 | 56.2万股 | $850.6万 | 25.4万股 | +30.9万股+121.66% | 加仓 |
 CROWN CASTLE COMCCI |
| 4.4% | 3.05% | $1,789.4万 | 23.6万股 | $1,216.1万 | 15.0万股 | +8.7万股+57.98% | 加仓 |
 CHURCHILL DOWNSCHDN |
| 4.4% | 6.68% | $1,789.3万 | 20.0万股 | $2,664.7万 | 29.7万股 | -9.7万股-32.71% | 减仓 |
 SBA通信SBAC |
| 4.39% | 0.78% | $1,784.5万 | 10.1万股 | $312.6万 | 1.8万股 | +8.3万股+456.75% | 加仓 |
| PPRIMO BRANDSPRMB |
| 4.06% | 2.78% | $1,650.7万 | 67.5万股 | $1,108.4万 | 58.9万股 | +8.7万股+14.75% | 加仓 |
| TTOLL BROTHERSTOL |
| 3.68% | 2.74% | $1,495.3万 | 9.1万股 | $1,094.8万 | 8.0万股 | +1.1万股+13.14% | 加仓 |
 VAIL RESORTSMTN |
| 3.65% | 6.64% | $1,484.6万 | 10.9万股 | $2,652.0万 | 20.7万股 | -9.8万股-47.24% | 减仓 |
| NNORWEGIAN CRUISE LINE HLDGS LT SHSNCLH |
| 3.63% | — | $1,475.9万 | 69.9万股 | $0 | 0股 | +69.9万股 | 新买入 |
| EE L F BEAUTYELF |
| 3.61% | — | $1,467.9万 | 19.8万股 | $0 | 0股 | +19.8万股 | 新买入 |
 ROCKET COS COM CL ARKT |
| 3.61% | 5.61% | $1,466.0万 | 93.1万股 | $2,240.4万 | 157.2万股 | -64.1万股-40.80% | 减仓 |
| PPENN ENTERTAINMENTPENN |
| 3.6% | 4.27% | $1,460.9万 | 68.4万股 | $1,703.8万 | 113.4万股 | -45.0万股-39.67% | 减仓 |
| KKBRKBR |
| 3.13% | — | $1,270.0万 | 36.8万股 | $0 | 0股 | +36.8万股 | 新买入 |
 FLOOR & DECORFND |
| 3.05% | 0.64% | $1,240.9万 | 20.9万股 | $253.8万 | 5.0万股 | +15.9万股+318.38% | 加仓 |
 LKQLKQ |
| 3.03% | — | $1,232.3万 | 46.8万股 | $0 | 0股 | +46.8万股 | 新买入 |
 SENSATA TECHNOLOGIES PLST |
| 2.63% | — | $1,067.8万 | 22.4万股 | $0 | 0股 | +22.4万股 | 新买入 |
 谷歌AGOOGL |
| 1.89% | — | $769.3万 | 2.2万股 | $0 | 0股 | +2.2万股 | 新买入 |
 亚马逊AMZN |
| 1.88% | 1.19% | $766.0万 | 3.2万股 | $476.5万 | 2.3万股 | +9,260股+40.48% | 加仓 |
 HEALTHCARE RLTY TRHR |
| 1.82% | 4.46% | $741.0万 | 36.7万股 | $1,780.9万 | 104.8万股 | -68.1万股-64.95% | 减仓 |
 ON SEMICONDUCTOR COMON |
| 1.58% | — | $641.7万 | 6.8万股 | $0 | 0股 | +6.8万股 | 新买入 |
| AAEVA TECHNOLOGIESAEVA |
| 1.57% | — | $638.2万 | 22.2万股 | $0 | 0股 | +22.2万股 | 新买入 |
| BBOBS DISC FURNITUREBOBS |
| 1.53% | 0.88% | $623.1万 | 39.4万股 | $351.9万 | 29.9万股 | +9.4万股+31.51% | 加仓 |
 GOLAR LNG LTD SHSGLNG |
| 1.46% | 2.21% | $592.5万 | 11.9万股 | $881.7万 | 16.3万股 | -4.4万股-27.04% | 减仓 |
 CHAMPION HOMESSKY |
| 1.29% | — | $523.1万 | 5.9万股 | $0 | 0股 | +5.9万股 | 新买入 |
| E爱克斯龙EXC |
| 1.26% | — | $511.2万 | 11.0万股 | $0 | 0股 | +11.0万股 | 新买入 |
 杜克能源DUK |
| 1.25% | — | $509.2万 | 4.0万股 | $0 | 0股 | +4.0万股 | 新买入 |
 爱迪生联合电气ED |
| 1.25% | — | $509.2万 | 4.6万股 | $0 | 0股 | +4.6万股 | 新买入 |
 PPL COMPPL |
| 1.25% | — | $508.8万 | 14.0万股 | $0 | 0股 | +14.0万股 | 新买入 |
 PEBBLEBROOK HOTEL TRPEB |
| 1.2% | 1.87% | $489.3万 | 25.2万股 | $747.0万 | 59.1万股 | -33.9万股-57.38% | 减仓 |
 MANCHESTER UTD NEWMANU |
| 0.06% | 0.04% | $24.5万 | 1.1万股 | $17.6万 | 1.0万股 | +203股+1.94% | 加仓 |
 KRISPY KREMEDNUT |
| 0.01% | — | $3.8万 | 1.1万股 | $0 | 0股 | +1.1万股 | 新买入 |
