| CCIGNALIBD |
| 6.08% | 7.18% | $1.18亿 | 42.8万股 | $1.14亿 | 42.6万股 | +1,500股+0.35% | 加仓 |
 AXALTA COATING SYSAXTA |
| 6.04% | 5.07% | $1.17亿 | 342.4万股 | $8,020.9万 | 289.6万股 | +52.8万股+18.23% | 加仓 |
 ICON PUB LTD COICLR |
| 5.24% | 5.23% | $1.02亿 | 58.5万股 | $8,274.0万 | 74.8万股 | -16.3万股-21.73% | 减仓 |
 ALLY FINLALLY |
| 4.16% | 4.1% | $8,081.7万 | 175.9万股 | $6,484.0万 | 165.3万股 | +10.6万股+6.41% | 加仓 |
| CCOPACPA |
| 3.97% | — | $7,699.2万 | 49.5万股 | $0 | 0股 | +49.5万股 | 新买入 |
| GGROUP 1 AUTOMOTIVEGPI |
| 3.71% | 4.45% | $7,209.8万 | 24.8万股 | $7,044.9万 | 21.3万股 | +3.5万股+16.21% | 加仓 |
 SOTERA HEALTHSHC |
| 3.64% | 3.72% | $7,063.8万 | 398.0万股 | $5,886.0万 | 410.5万股 | -12.5万股-3.05% | 减仓 |
 CDWCDW |
| 3.5% | 1.92% | $6,799.9万 | 48.4万股 | $3,037.6万 | 25.1万股 | +23.3万股+92.63% | 加仓 |
 Meta平台META |
| 3.37% | 2.56% | $6,533.3万 | 11.6万股 | $4,053.8万 | 7.1万股 | +4.5万股+63.69% | 加仓 |
| SSS&C TECHSSNC |
| 3.25% | 4.04% | $6,310.2万 | 101.7万股 | $6,398.6万 | 94.7万股 | +7.0万股+7.39% | 加仓 |
 IQVIAIQV |
| 3.16% | 2.5% | $6,142.5万 | 31.8万股 | $3,963.3万 | 23.2万股 | +8.6万股+36.79% | 加仓 |
 VIATRISVTRS |
| 3.06% | 3.13% | $5,932.6万 | 373.6万股 | $4,959.4万 | 367.1万股 | +6.5万股+1.77% | 加仓 |
 万事达MA |
| 2.9% | 1.38% | $5,621.6万 | 10.9万股 | $2,181.7万 | 4.4万股 | +6.6万股+150.68% | 加仓 |
 FIRST AMERN FINLFAF |
| 2.6% | 2.45% | $5,047.6万 | 73.6万股 | $3,882.1万 | 64.4万股 | +9.2万股+14.29% | 加仓 |
| AAMRIZE SHSAMRZ |
| 2.44% | 2.88% | $4,734.1万 | 88.8万股 | $4,561.1万 | 81.4万股 | +7.4万股+9.09% | 加仓 |
 SPOTIFY TECHNOLOGY SHSSPOT |
| 2.21% | — | $4,292.9万 | 9.4万股 | $0 | 0股 | +9.4万股 | 新买入 |
 VisaV |
| 2.13% | 1.37% | $4,136.9万 | 12.1万股 | $2,163.3万 | 7.2万股 | +4.9万股+68.46% | 加仓 |
 BRUNSWICKBC |
| 2% | 2.7% | $3,879.0万 | 46.0万股 | $4,274.4万 | 58.7万股 | -12.7万股-21.62% | 减仓 |
 微软MSFT |
| 1.95% | 2.26% | $3,787.4万 | 10.2万股 | $3,573.4万 | 9.7万股 | +5,000股+5.18% | 加仓 |
 ARROW ELECTRSARW |
| 1.94% | 2.31% | $3,763.7万 | 17.6万股 | $3,662.1万 | 25.5万股 | -7.9万股-30.94% | 减仓 |
 TFS FINLTFSL |
| 1.89% | 2.52% | $3,668.7万 | 207.0万股 | $3,983.7万 | 283.5万股 | -76.5万股-26.98% | 减仓 |
 ASBURY AUTOMOTIVEABG |
| 1.85% | 1.67% | $3,591.9万 | 17.9万股 | $2,650.3万 | 13.6万股 | +4.3万股+31.70% | 加仓 |
 CENTURY COMMUNITIESCCS |
| 1.8% | — | $3,489.8万 | 48.7万股 | $0 | 0股 | +48.7万股 | 新买入 |
 SMURFIT WESTROCK SHSSW |
| 1.73% | 1.7% | $3,367.3万 | 72.8万股 | $2,693.4万 | 67.6万股 | +5.2万股+7.69% | 加仓 |
| CCHARLES RIV LABS INTLCRL |
| 1.57% | 0.75% | $3,039.0万 | 13.4万股 | $1,190.3万 | 6.9万股 | +6.5万股+94.20% | 加仓 |
 BOOKING COMBKNG |
| 1.52% | 1.49% | $2,944.5万 | 16.5万股 | $2,355.7万 | 5,595股 | +16.0万股+2,852.64% | 加仓 |
| WWEXWEX |
| 1.46% | 1.94% | $2,835.5万 | 20.1万股 | $3,075.6万 | 20.1万股 | 00.00% | 持仓不变 |
 联合太平洋铁路UNP |
| 1.43% | 2.1% | $2,766.2万 | 10.2万股 | $3,316.6万 | 13.7万股 | -3.5万股-25.60% | 减仓 |
 APOLLO GLOBAL MGMT COMAPO |
| 1.38% | 1.58% | $2,688.0万 | 22.7万股 | $2,498.0万 | 22.4万股 | +3,000股+1.34% | 加仓 |
 JD COM INCJD |
| 1.32% | 1.69% | $2,571.1万 | 100.9万股 | $2,673.3万 | 90.4万股 | +10.5万股+11.61% | 加仓 |
 Elevance健康ELV |
| 1.18% | 2.08% | $2,295.2万 | 5.9万股 | $3,289.0万 | 11.2万股 | -5.3万股-47.17% | 减仓 |
 COUPANG INC CLASS ACPNG |
| 1.17% | 1.24% | $2,266.8万 | 130.5万股 | $1,963.5万 | 104.0万股 | +26.5万股+25.48% | 加仓 |
 谷歌AGOOGL |
| 1.12% | 1.05% | $2,164.9万 | 6.1万股 | $1,655.8万 | 5.8万股 | +3,000股+5.21% | 加仓 |
 标普全球SPGI |
| 1.09% | 1.18% | $2,107.6万 | 5.2万股 | $1,860.9万 | 4.4万股 | +8,000股+18.29% | 加仓 |
 GLOBAL PMTS COMGPN |
| 0.91% | 1.04% | $1,772.6万 | 24.4万股 | $1,644.1万 | 24.4万股 | 00.00% | 持仓不变 |
| RREMITLY GLOBALRELY |
| 0.87% | 1.19% | $1,683.4万 | 75.1万股 | $1,882.3万 | 120.1万股 | -45.0万股-37.46% | 减仓 |
 Nice Ltd ADRNICE |
| 0.85% | 1.19% | $1,644.4万 | 18.1万股 | $1,885.4万 | 17.1万股 | +1.0万股+5.85% | 加仓 |
 UNITED NAT FOODSUNFI |
| 0.82% | 1.86% | $1,598.5万 | 35.0万股 | $2,951.4万 | 65.5万股 | -30.5万股-46.56% | 减仓 |
 HCA医疗HCA |
| 0.77% | — | $1,501.1万 | 3.9万股 | $0 | 0股 | +3.9万股 | 新买入 |
| IINGRAM MICRO HLDG CORP COMINGM |
| 0.56% | — | $1,083.5万 | 39.5万股 | $0 | 0股 | +39.5万股 | 新买入 |
 COMCAST NEW CL ACMCSA |
| 0.53% | 0.91% | $1,032.9万 | 42.1万股 | $1,437.6万 | 50.1万股 | -8.0万股-15.98% | 减仓 |
| LLEGGETT & PLATTLP1 |
| 0.5% | 0.49% | $971.9万 | 83.0万股 | $770.6万 | 78.0万股 | +5.0万股+6.41% | 加仓 |
| TTABOOLA.COMTBLA |
| 0.49% | 0.37% | $946.8万 | 189.4万股 | $587.0万 | 189.4万股 | 00.00% | 持仓不变 |
 KEMPERKMPR |
| 0.48% | 0.97% | $925.0万 | 34.3万股 | $1,531.3万 | 50.1万股 | -15.8万股-31.53% | 减仓 |
 SCHEIN HENRYHSIC |
| 0.42% | 1.22% | $810.1万 | 9.7万股 | $1,930.9万 | 26.2万股 | -16.5万股-62.98% | 减仓 |
 STRIDELRN |
| 0.4% | 0.5% | $776.2万 | 9.0万股 | $793.5万 | 9.0万股 | 00.00% | 持仓不变 |
 DraftKingsDKNG |
| 0.4% | 0.5% | $769.2万 | 30.5万股 | $788.0万 | 36.5万股 | -6.0万股-16.46% | 减仓 |
 LKQLKQ |
| 0.36% | — | $697.7万 | 26.5万股 | $0 | 0股 | +26.5万股 | 新买入 |
| FFERMIFRMI |
| 0.35% | — | $687.0万 | 75.0万股 | $0 | 0股 | +75.0万股 | 新买入 |
| IINSPERITYNSP |
| 0.35% | — | $681.6万 | 16.5万股 | $0 | 0股 | +16.5万股 | 新买入 |
