| CCIGNALIBD |
| 19.95% | 20.38% | $2.67亿 | 97.0万股 | $2.68亿 | 100.4万股 | -3.4万股-3.43% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 12.21% | 10.47% | $1.64亿 | 46.3万股 | $1.38亿 | 47.9万股 | -1.6万股-3.42% | 减仓 |
 PROGRESSIVEPGR |
| 8.5% | 8.14% | $1.14亿 | 52.1万股 | $1.07亿 | 54.0万股 | -1.8万股-3.42% | 减仓 |
 CorpayCPAY |
| 7.84% | 7.23% | $1.05亿 | 31.5万股 | $9,498.6万 | 32.6万股 | -1.1万股-3.42% | 减仓 |
 HCA医疗HCA |
| 6.95% | 8.91% | $9,316.0万 | 23.9万股 | $1.17亿 | 24.7万股 | -8,458股-3.42% | 减仓 |
 AON SHS CL AAON |
| 6.07% | 6.24% | $8,137.0万 | 24.5万股 | $8,198.8万 | 25.4万股 | -8,688股-3.42% | 减仓 |
| PPINNACLE FINL PARTNERSPNFP |
| 5.63% | 5.08% | $7,545.4万 | 74.8万股 | $6,671.0万 | 77.4万股 | -2.6万股-3.42% | 减仓 |
| SSUNBELT RENTALS HOLDINGS INC SHSSUN |
| 5.5% | 5.05% | $7,373.3万 | 98.6万股 | $6,642.5万 | 102.1万股 | -3.5万股-3.42% | 减仓 |
 BOOKING COMBKNG |
| 4.95% | 4.94% | $6,639.2万 | 37.2万股 | $6,495.3万 | 1.5万股 | +35.7万股+2,314.51% | 加仓 |
 微软MSFT |
| 3.99% | 2.5% | $5,343.4万 | 14.3万股 | $3,287.1万 | 8.9万股 | +5.4万股+61.32% | 加仓 |
 COLLIERS INTLCIGI |
| 3.86% | 4.6% | $5,175.9万 | 55.2万股 | $6,042.6万 | 56.5万股 | -1.3万股-2.38% | 减仓 |
| HHURON CONSULTINGHURN |
| 3.36% | 4.23% | $4,499.5万 | 49.9万股 | $5,559.4万 | 43.6万股 | +6.3万股+14.45% | 加仓 |
 ServiceNowNOW |
| 2.57% | 2.86% | $3,440.9万 | 34.7万股 | $3,751.8万 | 35.9万股 | -1.2万股-3.42% | 减仓 |
| CCBIZCBZ |
| 2.56% | 2.03% | $3,427.1万 | 106.8万股 | $2,669.0万 | 99.4万股 | +7.4万股+7.47% | 加仓 |
 联合健康UNH |
| 2.01% | 1.38% | $2,698.9万 | 6.5万股 | $1,819.3万 | 6.7万股 | -2,299股-3.42% | 减仓 |
| TTHREDUPTDUP |
| 0.69% | 0.34% | $925.6万 | 135.1万股 | $443.2万 | 135.1万股 | 00.00% | 持仓不变 |
 WAYFAIRW |
| 0.58% | 0.46% | $775.8万 | 8.4万股 | $600.1万 | 8.0万股 | +4,157股+5.21% | 加仓 |
| FFIRST ADVANTAGE NEWFA |
| 0.54% | 0.36% | $719.9万 | 39.9万股 | $469.0万 | 39.9万股 | 00.00% | 持仓不变 |
 W.R.伯克利WRB |
| 0.47% | 3.32% | $627.2万 | 8.9万股 | $4,356.3万 | 65.7万股 | -56.8万股-86.47% | 减仓 |
| CCARVANA CL ACVNA |
| 0.38% | 0.41% | $513.3万 | 7.8万股 | $540.4万 | 1.7万股 | +6.1万股+353.68% | 加仓 |
 AFFIRM COM CL AAFRM |
| 0.22% | 0.13% | $300.8万 | 3.7万股 | $169.0万 | 3.7万股 | 00.00% | 持仓不变 |
| DDOORDASHDASH |
| 0.22% | 0.18% | $292.8万 | 1.6万股 | $238.3万 | 1.6万股 | 00.00% | 持仓不变 |
 优步UBER |
| 0.19% | 0.19% | $255.5万 | 3.5万股 | $254.7万 | 3.5万股 | 00.00% | 持仓不变 |
| TTOAST CL ATOST |
| 0.17% | 0.14% | $229.5万 | 8.2万股 | $178.8万 | 6.7万股 | +1.5万股+22.30% | 加仓 |
 LATHAMSWIM |
| 0.16% | 0.08% | $213.0万 | 32.9万股 | $103.4万 | 19.3万股 | +13.7万股+70.88% | 加仓 |
 MEDPACEMEDP |
| 0.12% | 0.1% | $163.1万 | 3,079股 | $125.7万 | 2,618股 | +461股+17.61% | 加仓 |
 ZscalerZS |
| 0.11% | 0.09% | $152.9万 | 1.1万股 | $114.7万 | 8,178股 | +2,651股+32.42% | 加仓 |
 ROOTROOT |
| 0.11% | 0.09% | $143.0万 | 2.6万股 | $112.9万 | 2.6万股 | 00.00% | 持仓不变 |
| KKLAVIYOKVYO |
| 0.08% | 0.09% | $101.3万 | 6.7万股 | $119.9万 | 6.2万股 | +5,476股+8.89% | 加仓 |
