| AABERCROMBIE & FITCHANF |
| 2.59% | 2.92% | $405.0万 | 4.5万股 | $411.2万 | 4.5万股 | 00.00% | 持仓不变 |
 MOLINA HEALTHCAREMOH |
| 2.19% | 1.42% | $343.1万 | 1.5万股 | $200.0万 | 1.5万股 | 00.00% | 持仓不变 |
 DINE BRANDS GLOBAL INC COMDIN |
| 2.18% | 1.77% | $341.1万 | 9.5万股 | $249.3万 | 9.5万股 | 00.00% | 持仓不变 |
| AACME UTD CORP COMACU |
| 2.14% | 2.23% | $334.0万 | 7.0万股 | $314.4万 | 7.0万股 | 00.00% | 持仓不变 |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 2.07% | 1.17% | $323.6万 | 7,500股 | $164.1万 | 1.0万股 | -2,500股-25.00% | 减仓 |
 联邦快递FDX |
| 2% | 2.53% | $313.1万 | 1.0万股 | $356.2万 | 1.0万股 | 00.00% | 持仓不变 |
 MCKESSON COMMCK |
| 1.93% | 2.46% | $302.2万 | 4,000股 | $346.1万 | 4,000股 | 00.00% | 持仓不变 |
 CROCSCROX |
| 1.93% | 1.47% | $301.6万 | 2.5万股 | $207.6万 | 2.5万股 | 00.00% | 持仓不变 |
 ARROW ELECTRSARW |
| 1.91% | 1.43% | $298.8万 | 1.4万股 | $200.8万 | 1.4万股 | 00.00% | 持仓不变 |
 通用汽车GM |
| 1.89% | 2.03% | $295.2万 | 3.8万股 | $285.3万 | 3.8万股 | 00.00% | 持仓不变 |
| CCORE NATURAL RESOURCESCNR |
| 1.79% | 2.59% | $279.2万 | 3.5万股 | $365.4万 | 3.5万股 | 00.00% | 持仓不变 |
 BGCBGC |
| 1.71% | 1.74% | $267.3万 | 25.0万股 | $244.5万 | 25.0万股 | 00.00% | 持仓不变 |
 SONOCO PRODSSON |
| 1.63% | 1.73% | $254.3万 | 4.5万股 | $244.1万 | 4.5万股 | 00.00% | 持仓不变 |
 METLIFE COMMET |
| 1.62% | 1.51% | $253.8万 | 3.0万股 | $212.2万 | 3.0万股 | 00.00% | 持仓不变 |
 TEREX NEWTEX |
| 1.62% | 1.47% | $253.4万 | 3.5万股 | $206.9万 | 3.5万股 | 00.00% | 持仓不变 |
| KKB HOMEKBH |
| 1.6% | 1.47% | $250.4万 | 4.0万股 | $207.0万 | 4.0万股 | 00.00% | 持仓不变 |
| AALASKA AIRALK |
| 1.42% | 0.85% | $222.4万 | 4.3万股 | $119.9万 | 3.3万股 | +1.0万股+30.67% | 加仓 |
 United TherapeuticsUTHR |
| 1.42% | 1.73% | $222.2万 | 4,100股 | $243.1万 | 4,100股 | 00.00% | 持仓不变 |
 BREAD FINANCIALBFH |
| 1.41% | 1.08% | $221.0万 | 2.0万股 | $152.8万 | 2.0万股 | 00.00% | 持仓不变 |
 AUTONATIONAN |
| 1.31% | 1.52% | $204.4万 | 1.1万股 | $214.8万 | 1.1万股 | 00.00% | 持仓不变 |
 景顺IVZ |
| 1.24% | 1.27% | $193.7万 | 7.3万股 | $178.3万 | 7.3万股 | 00.00% | 持仓不变 |
| MMARRIOTT VACATIONS WORLDWIDEVAC |
| 1.23% | 0.87% | $191.8万 | 1.9万股 | $122.6万 | 1.9万股 | 00.00% | 持仓不变 |
 RICHARDSON ELECTRS LTD COMRELL |
| 1.22% | 0.78% | $190.1万 | 10.0万股 | $109.5万 | 10.0万股 | 00.00% | 持仓不变 |
 MASTERCRAFT BOAT HLDGS INC COMMCFT |
| 1.16% | 1.02% | $180.7万 | 7.0万股 | $143.6万 | 7.0万股 | 00.00% | 持仓不变 |
| CCIGNALIBD |
| 1.15% | 1.23% | $179.2万 | 6,500股 | $173.4万 | 6,500股 | 00.00% | 持仓不变 |
 DocuSignDOCU |
| 1.14% | — | $177.7万 | 4.0万股 | $0 | 0股 | +4.0万股 | 新买入 |
| LLincoln National Corp Common IndLNC |
| 1.13% | 1.26% | $176.8万 | 5.0万股 | $177.5万 | 5.0万股 | 00.00% | 持仓不变 |
 苹果AAPL |
| 1.11% | 1.08% | $173.6万 | 6,000股 | $152.3万 | 6,000股 | 00.00% | 持仓不变 |
 COMCAST NEW CL ACMCSA |
| 1.1% | 1.43% | $172.4万 | 7.0万股 | $201.6万 | 7.0万股 | 00.00% | 持仓不变 |
| FFiservFISV |
| 1.1% | 1.39% | $171.7万 | 3.5万股 | $195.3万 | 3.5万股 | 00.00% | 持仓不变 |
 BRUNSWICKBC |
| 1.08% | 1.03% | $168.5万 | 2.0万股 | $145.5万 | 2.0万股 | 00.00% | 持仓不变 |
 ASBURY AUTOMOTIVEABG |
| 1.05% | 1.14% | $164.9万 | 8,200股 | $160.2万 | 8,200股 | 00.00% | 持仓不变 |
 SIRIUSXM HLDGS INC EQUITCLASS EQUITYSIRI |
| 1.03% | 0.89% | $160.7万 | 5.4万股 | $125.6万 | 5.4万股 | 00.00% | 持仓不变 |
 VIATRISVTRS |
| 1.02% | 0.96% | $158.8万 | 10.0万股 | $135.1万 | 10.0万股 | 00.00% | 持仓不变 |
 保德信金融PRU |
| 1.01% | 1.01% | $157.6万 | 1.5万股 | $142.6万 | 1.5万股 | 00.00% | 持仓不变 |
 TENARIS S A SPONSORED ADSTS |
| 1.01% | 1.17% | $157.1万 | 2.8万股 | $164.8万 | 2.8万股 | 00.00% | 持仓不变 |
| EESCALADE INC COMESCA |
| 0.96% | 0.98% | $150.2万 | 8.0万股 | $137.4万 | 8.0万股 | 00.00% | 持仓不变 |
 FLEXSTEEL INDS INC COMFLXS |
| 0.95% | — | $149.0万 | 2.0万股 | $0 | 0股 | +2.0万股 | 新买入 |
| AAPA公司APA |
| 0.93% | 1.34% | $145.0万 | 4.5万股 | $189.0万 | 4.5万股 | 00.00% | 持仓不变 |
 CVS健康CVS |
| 0.92% | 0.71% | $144.4万 | 1.4万股 | $100.3万 | 1.4万股 | 00.00% | 持仓不变 |
 谷歌AGOOGL |
| 0.91% | 0.82% | $142.9万 | 4,000股 | $115.0万 | 4,000股 | 00.00% | 持仓不变 |
| AALPHA & OMEGA SEMICONDUCTORAOSL |
| 0.91% | 0.71% | $142.0万 | 3.0万股 | $99.7万 | 4.5万股 | -1.5万股-33.33% | 减仓 |
| TTOAST CL ATOST |
| 0.89% | — | $139.1万 | 5.0万股 | $0 | 0股 | +5.0万股 | 新买入 |
 史丹利百得SWK |
| 0.88% | 0.74% | $137.7万 | 1.5万股 | $104.0万 | 1.5万股 | 00.00% | 持仓不变 |
 ALTRIAMO |
| 0.88% | 0.89% | $137.4万 | 1.9万股 | $126.0万 | 1.9万股 | 00.00% | 持仓不变 |
 EOG资源EOG |
| 0.86% | 1.07% | $135.0万 | 1.0万股 | $150.5万 | 1.0万股 | 00.00% | 持仓不变 |
 MAGNA INTLMGA |
| 0.85% | 0.81% | $133.5万 | 2.0万股 | $113.5万 | 2.0万股 | 00.00% | 持仓不变 |
| PPRINCIPAL FINANCIAL INPFG |
| 0.85% | 0.79% | $133.3万 | 1.2万股 | $111.5万 | 1.2万股 | 00.00% | 持仓不变 |
 UPBOUNDUPBD |
| 0.85% | 0.8% | $132.9万 | 6.3万股 | $113.0万 | 6.3万股 | 00.00% | 持仓不变 |
 斯伦贝谢SLB |
| 0.85% | 1.04% | $132.6万 | 2.9万股 | $146.6万 | 2.9万股 | 00.00% | 持仓不变 |
