 家得宝HD |
| 3.83% | — | $4,369.7万 | 12.4万股 | $0 | 0股 | +12.4万股 | 新买入 |
 恩智浦NXPI |
| 3.82% | — | $4,356.0万 | 15.5万股 | $0 | 0股 | +15.5万股 | 新买入 |
 TapestryTPR |
| 3.71% | 5.45% | $4,230.4万 | 28.9万股 | $3,831.1万 | 27.2万股 | +1.8万股+6.45% | 加仓 |
 多佛DOV |
| 3.36% | 1.26% | $3,837.5万 | 17.1万股 | $886.5万 | 4.3万股 | +12.9万股+302.31% | 加仓 |
| DDYCOM INDSDY |
| 3.22% | — | $3,673.8万 | 7.3万股 | $0 | 0股 | +7.3万股 | 新买入 |
| DDICKS SPORTING GOODSDKS |
| 2.68% | 1.13% | $3,061.9万 | 13.5万股 | $793.2万 | 4.0万股 | +9.5万股+237.50% | 加仓 |
 HOWMET AEROSPACE COMHWM |
| 2.66% | — | $3,031.4万 | 11.3万股 | $0 | 0股 | +11.3万股 | 新买入 |
| R拉夫劳伦RL |
| 2.64% | 4.43% | $3,010.6万 | 7.5万股 | $3,113.1万 | 9.1万股 | -1.6万股-17.13% | 减仓 |
 3M COMMMM |
| 2.54% | — | $2,896.2万 | 17.9万股 | $0 | 0股 | +17.9万股 | 新买入 |
 AMER SPORTS INC COM SHSAS |
| 2.47% | 3.89% | $2,825.6万 | 83.5万股 | $2,732.4万 | 83.0万股 | +5,000股+0.60% | 加仓 |
 希尔顿HLT |
| 2.46% | 3.89% | $2,808.9万 | 8.5万股 | $2,736.7万 | 9.0万股 | -5,000股-5.56% | 减仓 |
 ROSS STORES COMROST |
| 2.42% | 5.29% | $2,767.1万 | 13.0万股 | $3,715.2万 | 17.2万股 | -4.2万股-24.20% | 减仓 |
 亚马逊AMZN |
| 2.4% | — | $2,740.9万 | 11.5万股 | $0 | 0股 | +11.5万股 | 新买入 |
 VIKING ORD SHSVIK |
| 2.2% | 3.92% | $2,512.1万 | 24.0万股 | $2,755.5万 | 37.5万股 | -13.5万股-36.00% | 减仓 |
 XPOXPO |
| 1.79% | 0.83% | $2,043.3万 | 10.0万股 | $583.7万 | 3.0万股 | +7.0万股+231.77% | 加仓 |
 MICROCHIP TECHNOLOGYMCHP |
| 1.79% | — | $2,040.7万 | 22.4万股 | $0 | 0股 | +22.4万股 | 新买入 |
 慧与HPEHPE |
| 1.74% | — | $1,986.2万 | 44.0万股 | $0 | 0股 | +44.0万股 | 新买入 |
 LOWES COS COMLOW |
| 1.74% | — | $1,984.4万 | 9.0万股 | $0 | 0股 | +9.0万股 | 新买入 |
 IDEXIEX |
| 1.71% | — | $1,953.0万 | 8.6万股 | $0 | 0股 | +8.6万股 | 新买入 |
 APPLIED OPTOELECTRONICSAAOI |
| 1.7% | 0.78% | $1,941.0万 | 13.1万股 | $549.8万 | 6.5万股 | +6.6万股+101.54% | 加仓 |
 ARROW ELECTRSARW |
| 1.68% | — | $1,918.7万 | 9.0万股 | $0 | 0股 | +9.0万股 | 新买入 |
 万豪MAR |
| 1.62% | 1.49% | $1,853.0万 | 5.0万股 | $1,046.6万 | 3.2万股 | +1.8万股+56.25% | 加仓 |
 OLD DOMINION FREIGHT LINE INODFL |
| 1.61% | 1.01% | $1,841.1万 | 8.5万股 | $710.3万 | 3.6万股 | +4.9万股+133.83% | 加仓 |
| DDUTCH BROSBROS |
| 1.55% | 2.5% | $1,773.7万 | 24.7万股 | $1,757.9万 | 34.7万股 | -10.0万股-28.82% | 减仓 |
| VVICTORIAS SECRETVSXY |
| 1.46% | 2.14% | $1,669.6万 | 20.0万股 | $1,506.7万 | 32.5万股 | -12.5万股-38.46% | 减仓 |
| DDOORDASHDASH |
| 1.45% | 0.75% | $1,660.8万 | 9.0万股 | $525.5万 | 3.5万股 | +5.5万股+157.14% | 加仓 |
 GATES INDLGTES |
| 1.37% | 2.26% | $1,565.1万 | 56.0万股 | $1,587.4万 | 70.2万股 | -14.3万股-20.30% | 减仓 |
 相干公司COHR |
| 1.24% | 2.96% | $1,414.6万 | 3.6万股 | $2,077.4万 | 8.7万股 | -5.1万股-58.88% | 减仓 |
 英伟达NVDA |
| 1.23% | — | $1,400.6万 | 7.0万股 | $0 | 0股 | +7.0万股 | 新买入 |
| CCOPACPA |
| 1.21% | 1.94% | $1,383.0万 | 8.9万股 | $1,363.3万 | 12.0万股 | -3.1万股-25.92% | 减仓 |
 BOOT BARNBOOT |
| 1.2% | 1.11% | $1,365.1万 | 8.3万股 | $778.9万 | 5.3万股 | +3.0万股+56.14% | 加仓 |
 KNIGHT-SWIFT TRANSN CL AKNX |
| 1.19% | 0.82% | $1,362.7万 | 17.5万股 | $575.8万 | 10.0万股 | +7.5万股+75.00% | 加仓 |
 ChipotleCMG |
| 1.19% | — | $1,360.0万 | 40.0万股 | $0 | 0股 | +40.0万股 | 新买入 |
 D R HORTONDHI |
| 1.14% | — | $1,303.0万 | 8.0万股 | $0 | 0股 | +8.0万股 | 新买入 |
 LIFE TIMELTH |
| 1.06% | 1.13% | $1,207.2万 | 29.6万股 | $792.6万 | 29.4万股 | +1,400股+0.48% | 加仓 |
 Live NationLYV |
| 1.04% | 1.52% | $1,190.2万 | 6.5万股 | $1,067.6万 | 7.0万股 | -5,000股-7.14% | 减仓 |
| TTOLL BROTHERSTOL |
| 1.01% | 0.58% | $1,153.3万 | 7.0万股 | $409.4万 | 3.0万股 | +4.0万股+133.33% | 加仓 |
 AIRBNB COM CL AABNB |
| 1% | 0.36% | $1,144.8万 | 8.0万股 | $252.6万 | 2.0万股 | +6.0万股+300.00% | 加仓 |
| YYETIYETI |
| 0.95% | — | $1,090.3万 | 22.0万股 | $0 | 0股 | +22.0万股 | 新买入 |
 GeneracGNRC |
| 0.93% | — | $1,058.3万 | 3.6万股 | $0 | 0股 | +3.6万股 | 新买入 |
 FLOOR & DECORFND |
| 0.92% | — | $1,053.6万 | 17.8万股 | $0 | 0股 | +17.8万股 | 新买入 |
| SSAIASAIA |
| 0.89% | 0.69% | $1,010.8万 | 2.4万股 | $486.2万 | 1.4万股 | +1.0万股+73.41% | 加仓 |
| CCARNIVAL CORP LTD COMMON SHARESCCL |
| 0.88% | 0.55% | $1,000.0万 | 35.0万股 | $388.2万 | 15.0万股 | +20.0万股+133.33% | 加仓 |
 RED ROCK RESORTSRRR |
| 0.85% | 0.57% | $975.9万 | 15.0万股 | $402.6万 | 7.5万股 | +7.5万股+98.79% | 加仓 |
| BBEST BUYBBY |
| 0.85% | — | $967.5万 | 12.8万股 | $0 | 0股 | +12.8万股 | 新买入 |
 ROKU COM CL AROKU |
| 0.85% | 0.81% | $967.0万 | 7.0万股 | $567.7万 | 6.0万股 | +1.0万股+16.67% | 加仓 |
 HUNT J B TRANS SVCSJBHT |
| 0.84% | — | $960.9万 | 3.3万股 | $0 | 0股 | +3.3万股 | 新买入 |
 BURLINGTON STORES COMBURL |
| 0.83% | 2.32% | $950.4万 | 3.0万股 | $1,626.9万 | 5.0万股 | -2.0万股-40.00% | 减仓 |
 REDDIT CL ARDDT |
| 0.76% | — | $867.9万 | 5.0万股 | $0 | 0股 | +5.0万股 | 新买入 |
 LumentumLITE |
| 0.75% | — | $858.1万 | 1.0万股 | $0 | 0股 | +1.0万股 | 新买入 |
