| DDICKS SPORTING GOODSDKS |
| 11.21% | 10.16% | $8,116.3万 | 35.8万股 | $7,095.7万 | 35.8万股 | 00.00% | 持仓不变 |
| TTyler科技TYL |
| 9.9% | 2.52% | $7,166.5万 | 24.5万股 | $1,759.0万 | 5.1万股 | +19.4万股+376.97% | 加仓 |
| LLITHIA MTRSLAD |
| 8.94% | 7.97% | $6,476.9万 | 22.3万股 | $5,567.8万 | 22.3万股 | 00.00% | 持仓不变 |
| VVALVOLINE COMVVV |
| 8.48% | 10.12% | $6,143.9万 | 155.4万股 | $7,068.9万 | 209.9万股 | -54.5万股-25.97% | 减仓 |
 CompassCOMP |
| 6.83% | 2.09% | $4,947.3万 | 401.2万股 | $1,460.1万 | 199.7万股 | +201.5万股+100.88% | 加仓 |
 US FOODSUSFD |
| 6.3% | 7.14% | $4,560.8万 | 44.6万股 | $4,988.9万 | 54.1万股 | -9.5万股-17.56% | 减仓 |
| CCENTURICTRI |
| 6.13% | 6.65% | $4,436.3万 | 146.7万股 | $4,648.0万 | 159.1万股 | -12.4万股-7.81% | 减仓 |
| QQ2QTWO |
| 5.77% | 6.03% | $4,178.8万 | 86.9万股 | $4,208.6万 | 89.0万股 | -2.1万股-2.36% | 减仓 |
 ATLANTA BRAVESBATRK |
| 5.4% | 4.61% | $3,912.6万 | 75.4万股 | $3,219.1万 | 75.4万股 | 00.00% | 持仓不变 |
| WWATERBRIDGE INFRASTRUCTURE LWBI |
| 5.12% | 3.78% | $3,709.8万 | 108.3万股 | $2,637.7万 | 98.5万股 | +9.8万股+9.95% | 加仓 |
 皇冠控股CCK |
| 4.63% | 6.25% | $3,356.4万 | 30.0万股 | $4,362.5万 | 43.5万股 | -13.5万股-31.02% | 减仓 |
 VERTEXVERX |
| 4.59% | 5.79% | $3,327.6万 | 289.9万股 | $4,040.9万 | 339.9万股 | -50.0万股-14.71% | 减仓 |
 EquinixEQIX |
| 3.51% | 3.7% | $2,542.6万 | 2.4万股 | $2,587.0万 | 2.6万股 | -2,000股-7.58% | 减仓 |
 BLACKLINEBL |
| 2.69% | 3.98% | $1,950.4万 | 69.5万股 | $2,777.9万 | 75.1万股 | -5.6万股-7.45% | 减仓 |
 U HAUL HOLDINGSCL |
| 2.52% | 2.44% | $1,826.8万 | 31.7万股 | $1,703.7万 | 38.1万股 | -6.5万股-16.99% | 减仓 |
 CHAMPION HOMESSKY |
| 2.48% | 2.25% | $1,794.0万 | 20.4万股 | $1,570.3万 | 21.1万股 | -7,560股-3.58% | 减仓 |
| NNCINONCNO |
| 2.39% | 2.16% | $1,727.5万 | 105.7万股 | $1,505.7万 | 100.5万股 | +5.1万股+5.12% | 加仓 |
| AAPPFOLIOAPPF |
| 1.62% | 1.2% | $1,170.6万 | 7.3万股 | $836.4万 | 5.3万股 | +2.0万股+37.74% | 加仓 |
| HHELIX ENERGY SOLUTIONS GRP IHLX |
| 0.59% | 1.2% | $428.5万 | 49.0万股 | $840.6万 | 85.0万股 | -36.0万股-42.32% | 减仓 |
| CCOMMSCOPEVISN |
| 0.56% | — | $403.1万 | 31.5万股 | $0 | 0股 | +31.5万股 | 新买入 |
| AALIGHTALITEUR |
| 0.25% | 0.31% | $180.0万 | 321.4万股 | $219.1万 | 376.0万股 | -54.7万股-14.54% | 减仓 |
| FFOX FACTORYFOXF |
| 0.09% | 0.56% | $68.8万 | 4.1万股 | $389.3万 | 23.7万股 | -19.6万股-82.85% | 减仓 |
