 ADVANCED DRAIN SYS DELWMS |
| 7.15% | 6.68% | $6,121.4万 | 39.0万股 | $5,348.1万 | 39.0万股 | 00.00% | 持仓不变 |
 HELIOS TECHNOLOGIESHLIO |
| 7.1% | 6.3% | $6,077.9万 | 68.1万股 | $5,049.8万 | 78.0万股 | -9.9万股-12.73% | 减仓 |
 LITTELFUSELFUS |
| 6.65% | 5.72% | $5,691.6万 | 12.5万股 | $4,581.2万 | 13.5万股 | -1.0万股-7.41% | 减仓 |
 JAMES HARDIE INDS PLC ORD SHSJHX |
| 6.42% | 4.96% | $5,497.8万 | 210.0万股 | $3,977.4万 | 210.0万股 | 00.00% | 持仓不变 |
| GGARRETT MOTIONGTX |
| 6.35% | — | $5,434.5万 | 150.0万股 | $0 | 0股 | +150.0万股 | 新买入 |
 CORE & MAINCNM |
| 6.14% | 5.55% | $5,259.3万 | 109.0万股 | $4,446.0万 | 90.0万股 | +19.0万股+21.11% | 加仓 |
 EAGLE MATLSEXP |
| 5.78% | 3.9% | $4,950.0万 | 22.0万股 | $3,125.9万 | 16.5万股 | +5.5万股+33.33% | 加仓 |
| AAts Corporation. Ordinary SharesATS |
| 5.04% | 6.5% | $4,317.0万 | 150.0万股 | $5,206.3万 | 184.6万股 | -34.6万股-18.75% | 减仓 |
| AASTEC INDSASTE |
| 4.93% | 5.29% | $4,223.8万 | 69.0万股 | $4,234.5万 | 78.7万股 | -9.6万股-12.23% | 减仓 |
 MATERIONMTRN |
| 4.69% | 8.57% | $4,014.8万 | 13.5万股 | $6,868.0万 | 47.5万股 | -34.0万股-71.57% | 减仓 |
 BORGWARNERBWA |
| 4.65% | — | $3,984.0万 | 60.0万股 | $0 | 0股 | +60.0万股 | 新买入 |
| DDNOWDNOW |
| 4.54% | — | $3,891.0万 | 300.0万股 | $0 | 0股 | +300.0万股 | 新买入 |
| MMASTERBRANDMBC |
| 4.45% | 3.84% | $3,807.3万 | 370.0万股 | $3,074.7万 | 370.0万股 | 00.00% | 持仓不变 |
| SSITEONE LANDSCAPE SUPPLYSITE |
| 4.41% | 5.48% | $3,775.5万 | 33.0万股 | $4,392.6万 | 33.0万股 | 00.00% | 持仓不变 |
 LATHAMSWIM |
| 4.28% | 3.46% | $3,662.0万 | 566.0万股 | $2,770.9万 | 516.0万股 | +50.0万股+9.69% | 加仓 |
| CCLEARFIELDCLFD |
| 3.76% | 2.43% | $3,223.8万 | 81.0万股 | $1,946.1万 | 73.5万股 | +7.5万股+10.20% | 加仓 |
 SENSATA TECHNOLOGIES PLST |
| 3.34% | — | $2,864.4万 | 60.0万股 | $0 | 0股 | +60.0万股 | 新买入 |
| AAERO-SWX |
| 3.32% | 3.35% | $2,846.0万 | 108.3万股 | $2,680.6万 | 83.0万股 | +25.3万股+30.42% | 加仓 |
| SSHOALS TECHNOLOGIES INSHLS |
| 2.61% | — | $2,232.5万 | 225.5万股 | $0 | 0股 | +225.5万股 | 新买入 |
| EEQUIPMENTSHARE COMEQPT |
| 2.44% | — | $2,093.5万 | 106.5万股 | $0 | 0股 | +106.5万股 | 新买入 |
| MMETHODE ELECTRS INC COMMEI |
| 1.94% | — | $1,664.6万 | 87.8万股 | $0 | 0股 | +87.8万股 | 新买入 |
