| SSANDISK COMSNDK |
| 19.6% | 6.06% | $4.72亿 | 20.8万股 | $1.17亿 | 18.4万股 | +2.4万股+13.00% | 加仓 |
 CREDICORPBAP |
| 4.4% | 2.48% | $1.06亿 | 27.2万股 | $4,772.3万 | 14.1万股 | +13.1万股+93.22% | 加仓 |
 AMERICA MOVIL S A B DE FSPONSORED ADR 1 ADR REPS 20 ORD SHSAMX |
| 4.3% | 5.88% | $1.04亿 | 398.8万股 | $1.13亿 | 444.4万股 | -45.6万股-10.26% | 减仓 |
| AAMC ENTMT HLDGS INC CLASS AAMC |
| 4.09% | — | $9,841.9万 | 5,179.9万股 | $0 | 0股 | +5,179.9万股 | 新买入 |
 CompassCOMP |
| 3.85% | 2.31% | $9,280.2万 | 752.6万股 | $4,438.8万 | 607.2万股 | +145.4万股+23.95% | 加仓 |
| TT1 ENERGYTE |
| 2.94% | — | $7,076.9万 | 746.5万股 | $0 | 0股 | +746.5万股 | 新买入 |
| RRAMACO RESMETC |
| 2.92% | 4.43% | $7,026.9万 | 531.1万股 | $8,520.6万 | 551.1万股 | -20.0万股-3.63% | 减仓 |
| JJBS N.VJBS |
| 2.68% | 3.14% | $6,442.0万 | 543.6万股 | $6,044.3万 | 336.5万股 | +207.1万股+61.54% | 加仓 |
| GGRUPO TELEVISA S A B SPON ADR REP ORDTV |
| 2.49% | 3.38% | $5,993.9万 | 2,211.8万股 | $6,514.9万 | 2,238.8万股 | -27.0万股-1.21% | 减仓 |
 雪佛龙CVX |
| 2.45% | — | $5,890.0万 | 35.5万股 | $0 | 0股 | +35.5万股 | 新买入 |
 AVIS BUDGETCAR |
| 2.17% | 4.16% | $5,230.9万 | 35.4万股 | $8,002.5万 | 54.9万股 | -19.5万股-35.51% | 减仓 |
 摩根大通JPM |
| 2.06% | 2.36% | $4,952.5万 | 15.1万股 | $4,550.7万 | 15.5万股 | -3,400股-2.20% | 减仓 |
 NubankNU |
| 1.99% | 1.67% | $4,792.9万 | 358.8万股 | $3,221.3万 | 224.2万股 | +134.6万股+60.03% | 加仓 |
| GGRUPO FINANCIERO GALICIA S.AGGAL |
| 1.91% | 2.11% | $4,592.4万 | 91.8万股 | $4,059.7万 | 86.9万股 | +4.9万股+5.61% | 加仓 |
| GGENIUS SPORTS LIMITEDGENI |
| 1.82% | 1.72% | $4,382.1万 | 723.1万股 | $3,302.2万 | 745.4万股 | -22.3万股-2.99% | 减仓 |
| AAPPLOVINAPP |
| 1.78% | 1.05% | $4,278.5万 | 8.3万股 | $2,015.5万 | 5.1万股 | +3.2万股+63.98% | 加仓 |
 亚马逊AMZN |
| 1.75% | 1.35% | $4,205.2万 | 17.6万股 | $2,590.9万 | 12.4万股 | +5.2万股+41.83% | 加仓 |
 CEMEX SAB DE CVCX |
| 1.57% | 2.07% | $3,789.4万 | 315.8万股 | $3,975.1万 | 347.5万股 | -31.7万股-9.12% | 减仓 |
| GGEOGEO |
| 1.54% | 1.25% | $3,719.2万 | 125.9万股 | $2,396.9万 | 142.6万股 | -16.7万股-11.73% | 减仓 |
 第一资本COF |
| 1.44% | 2.55% | $3,474.9万 | 17.3万股 | $4,903.9万 | 26.9万股 | -9.6万股-35.56% | 减仓 |
| PPRIMO BRANDSPRMB |
| 1.4% | 1.37% | $3,371.3万 | 137.9万股 | $2,635.6万 | 140.0万股 | -2.0万股-1.45% | 减仓 |
 VALERO ENERGY COMVLO |
| 1.29% | 1.09% | $3,109.7万 | 11.9万股 | $2,100.2万 | 8.5万股 | +3.4万股+40.47% | 加仓 |
 FERRARI COMRACE |
| 1.26% | — | $3,037.3万 | 8.2万股 | $0 | 0股 | +8.2万股 | 新买入 |
 TAKE-TWO INTERACTIVE SOFTWARE COMTTWO |
| 1.19% | — | $2,874.8万 | 11.5万股 | $0 | 0股 | +11.5万股 | 新买入 |
 PARSONS DELPSN |
| 1.15% | 1.4% | $2,769.3万 | 52.9万股 | $2,703.6万 | 49.9万股 | +3.0万股+5.91% | 加仓 |
 YPF SOCIEDAD ANONIMA SPON ADR CL DYPF |
| 1.14% | 1.29% | $2,750.9万 | 60.5万股 | $2,487.5万 | 53.8万股 | +6.7万股+12.41% | 加仓 |
 高盛GS |
| 1.13% | — | $2,730.7万 | 2.7万股 | $0 | 0股 | +2.7万股 | 新买入 |
| FFiservFISV |
| 1.12% | 0.9% | $2,703.6万 | 55.1万股 | $1,727.6万 | 31.0万股 | +24.2万股+78.04% | 加仓 |
| WWOLFSPEEDWOLF |
| 1.1% | 0.36% | $2,645.9万 | 54.8万股 | $693.1万 | 42.5万股 | +12.4万股+29.12% | 加仓 |
 LPL金融LPLA |
| 1.09% | — | $2,633.7万 | 9.4万股 | $0 | 0股 | +9.4万股 | 新买入 |
| PPERPETUA RES CORP COM NPV ISIN #CA7142661031 SEDOL #BNNNK40PPTA |
| 1.02% | 1.91% | $2,463.6万 | 118.7万股 | $3,674.4万 | 130.7万股 | -12.0万股-9.18% | 减仓 |
 Ulta Beauty Inc Ordinary SharesULTA |
| 0.97% | 1.27% | $2,345.1万 | 5.2万股 | $2,435.8万 | 4.7万股 | +5,400股+11.59% | 加仓 |
| BBANCO BBVA ARGENTINABBAR |
| 0.95% | 0.84% | $2,287.7万 | 116.7万股 | $1,618.0万 | 100.8万股 | +15.9万股+15.79% | 加仓 |
| QQXOQXO |
| 0.89% | 1.39% | $2,146.8万 | 124.2万股 | $2,672.4万 | 137.6万股 | -13.4万股-9.72% | 减仓 |
| FFIVE BELOWFIVE |
| 0.77% | — | $1,846.4万 | 10.3万股 | $0 | 0股 | +10.3万股 | 新买入 |
| WWARBY PARKERWRBY |
| 0.74% | — | $1,782.9万 | 58.8万股 | $0 | 0股 | +58.8万股 | 新买入 |
 ON SEMICONDUCTOR COMON |
| 0.64% | 4.53% | $1,534.4万 | 16.2万股 | $8,726.4万 | 140.9万股 | -124.7万股-88.48% | 减仓 |
| SSOLV ENERGYMWH |
| 0.58% | — | $1,401.8万 | 41.2万股 | $0 | 0股 | +41.2万股 | 新买入 |
 PinterestPINS |
| 0.58% | 0.74% | $1,400.5万 | 66.6万股 | $1,417.5万 | 77.3万股 | -10.7万股-13.84% | 减仓 |
 ROCKET COS COM CL ARKT |
| 0.58% | 0.65% | $1,392.8万 | 88.4万股 | $1,260.1万 | 88.4万股 | 00.00% | 持仓不变 |
| NNextPowerNXT |
| 0.58% | — | $1,391.6万 | 11.7万股 | $0 | 0股 | +11.7万股 | 新买入 |
 ADECOAGRO SAAGRO |
| 0.55% | 0.99% | $1,317.2万 | 137.9万股 | $1,913.9万 | 127.4万股 | +10.5万股+8.24% | 加仓 |
 CHURCHILL DOWNSCHDN |
| 0.51% | 0.75% | $1,238.8万 | 13.8万股 | $1,439.1万 | 16.0万股 | -2.2万股-13.73% | 减仓 |
 ZoomZM |
| 0.5% | — | $1,204.9万 | 14.0万股 | $0 | 0股 | +14.0万股 | 新买入 |
 阿格尼科鹰矿AEM |
| 0.5% | 0.46% | $1,199.2万 | 7.7万股 | $878.9万 | 4.3万股 | +3.4万股+78.52% | 加仓 |
| GGROUPON INC CLASS AGRPN |
| 0.49% | — | $1,181.5万 | 49.1万股 | $0 | 0股 | +49.1万股 | 新买入 |
 赛富时CRM |
| 0.47% | 0.48% | $1,126.4万 | 7.2万股 | $924.0万 | 5.0万股 | +2.2万股+45.25% | 加仓 |
 HALLIBURTON COMHAL |
| 0.43% | — | $1,034.5万 | 30.5万股 | $0 | 0股 | +30.5万股 | 新买入 |
| HHYPERLIQUID STRATEGIES IPURR |
| 0.43% | — | $1,034.1万 | 131.4万股 | $0 | 0股 | +131.4万股 | 新买入 |
| MMACOM TECH SOLUTIONS IMTSI |
| 0.42% | — | $1,023.2万 | 2.7万股 | $0 | 0股 | +2.7万股 | 新买入 |
