| EENPRONPO |
| 5.36% | 5.06% | $7,824.8万 | 20.8万股 | $6,354.0万 | 25.4万股 | -4.6万股-18.11% | 减仓 |
 MATERIONMTRN |
| 4.48% | 3.37% | $6,544.6万 | 22.0万股 | $4,240.0万 | 29.3万股 | -7.3万股-24.92% | 减仓 |
| MMKSMKSI |
| 4.3% | 4.45% | $6,274.6万 | 14.1万股 | $5,593.5万 | 24.3万股 | -10.2万股-42.04% | 减仓 |
 INGEVITYNGVT |
| 3.75% | 4.21% | $5,483.1万 | 73.4万股 | $5,296.0万 | 74.4万股 | -9,193股-1.24% | 减仓 |
| AADEIAADEA |
| 3.66% | 5.27% | $5,342.4万 | 162.2万股 | $6,619.1万 | 275.5万股 | -113.2万股-41.10% | 减仓 |
 LITTELFUSELFUS |
| 3.51% | 3.28% | $5,124.6万 | 11.3万股 | $4,123.1万 | 12.2万股 | -8,953股-7.37% | 减仓 |
 马丁玛丽埃塔MLM |
| 3.44% | 2.99% | $5,019.3万 | 8.7万股 | $3,763.1万 | 6.4万股 | +2.3万股+36.15% | 加仓 |
| AAZZAZZ |
| 3.43% | 3.5% | $5,010.2万 | 32.3万股 | $4,398.3万 | 35.2万股 | -2.8万股-8.07% | 减仓 |
 WASTE CONNECTIONSWCN |
| 3.28% | 3.34% | $4,786.0万 | 28.7万股 | $4,199.1万 | 25.9万股 | +2.9万股+11.07% | 加仓 |
 NOVANTANOVT |
| 3.27% | 3.01% | $4,771.8万 | 29.4万股 | $3,779.5万 | 32.0万股 | -2.6万股-8.09% | 减仓 |
 BWX科技BWXT |
| 3.24% | 4.15% | $4,732.1万 | 24.3万股 | $5,220.6万 | 25.5万股 | -1.2万股-4.78% | 减仓 |
| GGENTHERMTHRM |
| 3.1% | 2.73% | $4,523.2万 | 132.6万股 | $3,426.7万 | 123.4万股 | +9.3万股+7.51% | 加仓 |
| BBRIGHTVIEW HLDGS INC COMBV |
| 2.99% | 2.76% | $4,362.7万 | 307.9万股 | $3,463.9万 | 293.8万股 | +14.1万股+4.79% | 加仓 |
| AASTEC INDSASTE |
| 2.82% | 2.88% | $4,124.2万 | 67.4万股 | $3,619.1万 | 67.2万股 | +1,800股+0.27% | 加仓 |
 鲍尔公司BALL |
| 2.79% | 2.63% | $4,076.5万 | 65.3万股 | $3,310.2万 | 56.0万股 | +9.3万股+16.66% | 加仓 |
 ATLANTA BRAVESBATRK |
| 2.69% | 2.74% | $3,928.0万 | 75.7万股 | $3,441.6万 | 80.6万股 | -4.9万股-6.10% | 减仓 |
 POOLPOOL |
| 2.56% | 2.17% | $3,740.9万 | 17.4万股 | $2,731.5万 | 13.5万股 | +3.9万股+28.94% | 加仓 |
| SSCOTTS MIRACLE-GROSMG |
| 2.53% | 2.12% | $3,696.5万 | 54.3万股 | $2,660.4万 | 43.8万股 | +10.5万股+24.05% | 加仓 |
| CCTSCTS |
| 2.43% | 2.26% | $3,554.4万 | 54.5万股 | $2,838.9万 | 59.4万股 | -4.9万股-8.27% | 减仓 |
 ARMSTRONG WORLD INDS NEWAWI |
| 2.25% | 2.57% | $3,290.0万 | 20.5万股 | $3,230.1万 | 19.6万股 | +9,087股+4.64% | 加仓 |
 HSBC SPON ADR NEWHSBC |
| 2.24% | 2.34% | $3,266.2万 | 32.1万股 | $2,935.6万 | 34.3万股 | -2.2万股-6.38% | 减仓 |
 CASELLA WASTE SYSCWST |
| 2.06% | 1.78% | $3,007.3万 | 31.0万股 | $2,233.4万 | 28.2万股 | +2.9万股+10.17% | 加仓 |
| CCECO ENVIRONMENTALCECO |
| 1.93% | — | $2,823.2万 | 31.1万股 | $0 | 0股 | +31.1万股 | 新买入 |
| RRENTOKIL INITIALRTO |
| 1.93% | 2.44% | $2,815.1万 | 98.4万股 | $3,070.9万 | 97.6万股 | +8,456股+0.87% | 加仓 |
| VVISHAY PRECISION GROUP INC COMVPG |
| 1.82% | 1.39% | $2,663.3万 | 17.8万股 | $1,743.6万 | 40.2万股 | -22.4万股-55.76% | 减仓 |
 MANCHESTER UTD NEWMANU |
| 1.77% | 1.62% | $2,585.5万 | 112.8万股 | $2,039.4万 | 121.3万股 | -8.5万股-7.01% | 减仓 |
| KKNOWLESKN |
| 1.74% | 1.36% | $2,546.1万 | 61.4万股 | $1,706.4万 | 66.5万股 | -5.1万股-7.63% | 减仓 |
| IICHORICHR |
| 1.58% | 1.74% | $2,311.6万 | 20.6万股 | $2,186.8万 | 46.9万股 | -26.3万股-56.12% | 减仓 |
 BALCHEMBCPC |
| 1.57% | 1.55% | $2,298.7万 | 13.6万股 | $1,945.6万 | 11.5万股 | +2.1万股+18.52% | 加仓 |
| NNLIGHTLASR |
| 1.44% | 1.88% | $2,107.5万 | 30.3万股 | $2,358.3万 | 41.4万股 | -11.1万股-26.81% | 减仓 |
| NNOKIA SPONSORED ADRNOK |
| 1.32% | 1.88% | $1,931.7万 | 145.5万股 | $2,368.2万 | 294.6万股 | -149.1万股-50.62% | 减仓 |
 CINTAS COMCTAS |
| 1.3% | — | $1,897.2万 | 11.2万股 | $0 | 0股 | +11.2万股 | 新买入 |
| IiShares安硕·RUSSELLIWM |
| 1.23% | 0.64% | $1,802.7万 | 6.0万股 | $806.0万 | 3.3万股 | +2.8万股+84.62% | 加仓 |
 自由媒体FWONK |
| 1.13% | 0.84% | $1,655.4万 | 17.4万股 | $1,050.0万 | 12.4万股 | +5.1万股+40.89% | 加仓 |
| SSITEONE LANDSCAPE SUPPLYSITE |
| 1.13% | — | $1,648.2万 | 14.4万股 | $0 | 0股 | +14.4万股 | 新买入 |
 PALO ALTOPANW |
| 1.12% | 1.16% | $1,636.9万 | 4.8万股 | $1,458.9万 | 9.1万股 | -4.3万股-47.25% | 减仓 |
| AALBANY INTLAIN |
| 1.11% | — | $1,624.8万 | 21.8万股 | $0 | 0股 | +21.8万股 | 新买入 |
| RRISKIFIEDRSKD |
| 1.09% | 1.06% | $1,595.4万 | 316.6万股 | $1,331.2万 | 339.6万股 | -23.0万股-6.79% | 减仓 |
 CALIXCALX |
| 1.07% | 2.23% | $1,569.3万 | 42.1万股 | $2,804.7万 | 57.3万股 | -15.2万股-26.55% | 减仓 |
| WWYNDHAM HOTELS & RESORTSWH |
| 0.91% | 0.78% | $1,326.9万 | 15.8万股 | $982.9万 | 12.1万股 | +3.7万股+30.22% | 加仓 |
| SSPDR标普500 ETFSPY |
| 0.77% | 0.67% | $1,120.2万 | 1.5万股 | $845.4万 | 1.3万股 | +2,000股+15.38% | 加仓 |
| MMATRIX SVC CO COMMTRX |
| 0.76% | 0.83% | $1,116.6万 | 81.5万股 | $1,038.9万 | 90.5万股 | -9.0万股-9.94% | 减仓 |
 FLOOR & DECORFND |
| 0.63% | — | $923.4万 | 15.6万股 | $0 | 0股 | +15.6万股 | 新买入 |
 自由媒体FWONA |
| 0.61% | 0.37% | $893.9万 | 10.2万股 | $468.5万 | 6.0万股 | +4.2万股+70.20% | 加仓 |
 ORION S.A. COMOEC |
| 0.54% | 0.67% | $789.4万 | 119.1万股 | $847.6万 | 130.4万股 | -11.3万股-8.70% | 减仓 |
| AAPPLIED AEROSPACE & DEFENSEAADX |
| 0.51% | — | $749.9万 | 32.9万股 | $0 | 0股 | +32.9万股 | 新买入 |
| AAPPLIED DIGITALAPLD |
| 0.38% | 0.28% | $559.5万 | 15.0万股 | $356.1万 | 15.0万股 | 00.00% | 持仓不变 |
 CHECK POINT SOFTWARE TECH ORDCHKP |
| 0.37% | 1.24% | $545.4万 | 4.2万股 | $1,564.2万 | 11.0万股 | -6.8万股-62.10% | 减仓 |
